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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC4+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 17 1125 NW COUCH ST. · PORTLAND, OR 97209 | Pension Consulting | $12,918 |
NATIONWIDE4+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $10,049 |
AVINTUS3 years Service code 15 · EIN 04-3682160 | Recordkeeping | $300 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,463 | $51,620-27.4% | $90,304-58.5% | $65,185-42.5% |
| Participation rate | 25.8% | 68.6%-42.8pp | 73.3%-47.5pp | 70.2%-44.4pp |
| Annual return | 0.88% | 24.94%-24.1pp | 78.13%-77.3pp | 29.38%-28.5pp |
| Employer contribution / active EE | $427 | $2,235-80.9% | $2,855-85.1% | $2,177-80.4% |
| Participant deferral / active EE | $1,218 | $2,871-57.6% | $3,885-68.7% | $3,514-65.4% |
| Admin fee / account holder | $0 | $384-100.0% | $5,354-100.0% | $847-100.0% |