Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC1+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 17 1125 NW COUCH ST. · PORTLAND, OR 97209 | Pension Consulting | $10,106 |
NATIONWIDE1+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $8,971 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,638 | $43,423-31.7% | $78,676-62.3% | $55,167-46.3% |
| Participation rate | 41.2% | 68.0%-26.8pp | 73.6%-32.3pp | 69.0%-27.8pp |
| Annual return | 5.13% | 11.53%-6.4pp | 62.19%-57.1pp | 169.23%-164.1pp |
| Employer contribution / active EE | $684 | $1,997-65.7% | $2,850-76.0% | $1,963-65.1% |
| Participant deferral / active EE | $1,768 | $2,509-29.5% | $3,517-49.7% | $3,054-42.1% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |