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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC3+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 17 1125 NW COUCH ST. · PORTLAND, OR 97209 | Pension Consulting | $13,141 |
NATIONWIDE3+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $10,347 |
AVINTUS2 years Service code 15 · EIN 04-3682160 | Recordkeeping | $250 |
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 | $38,527 | $44,873-14.1% | $79,467-51.5% | $56,289-31.6% |
| Participation rate | 32.6% | 68.7%-36.2pp | 73.3%-40.8pp | 69.9%-37.3pp |
| Annual return | 13.41% | 0.81%+12.6pp | 718.30%-704.9pp | -9.96%+23.4pp |
| Employer contribution / active EE | $555 | $2,140-74.1% | $2,800-80.2% | $2,111-73.7% |
| Participant deferral / active EE | $1,533 | $2,746-44.2% | $3,704-58.6% | $3,350-54.2% |
| Admin fee / account holder | $42 | $418-90.0% | $5,104-99.2% | $521-92.0% |