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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC2+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 17 1125 NW COUCH ST. · PORTLAND, OR 97209 | Pension Consulting | $11,381 |
NATIONWIDE2+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $9,597 |
AVINTUS1 year Service code 15 · EIN 04-3682160 | Recordkeeping | $2,334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,788 | $50,637-31.3% | $86,582-59.8% | $62,293-44.2% |
| Participation rate | 35.7% | 67.9%-32.2pp | 73.5%-37.8pp | 69.5%-33.8pp |
| Annual return | 12.01% | 20.80%-8.8pp | 965.08%-953.1pp | 28.90%-16.9pp |
| Employer contribution / active EE | $611 | $2,075-70.6% | $2,839-78.5% | $2,042-70.1% |
| Participant deferral / active EE | $1,599 | $2,611-38.8% | $3,609-55.7% | $3,169-49.5% |
| Admin fee / account holder | $0 | $413-100.0% | $4,904-100.0% | $479-100.0% |