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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC1+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 27 1125 NW COUCH ST · PORTLAND, OR 97209 | Advisory (Plan) | $15,296 |
ASCENSUS LLC1+ years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 13 · EIN 62-1700633 | Contract Administrator | $6,669 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,636 | $22,714-62.0% | $59,496-85.5% | $55,191-84.4% |
| Participation rate | 45.6% | 37.5%+8.1pp | 54.6%-9.0pp | 69.2%-23.6pp |
| Annual return | -3.19% | -44.01%+40.8pp | 182.05%-185.2pp | 10.78%-14.0pp |
| Employer contribution / active EE | $83 | $418-80.1% | $1,153-92.8% | $1,899-95.6% |
| Participant deferral / active EE | $514 | $843-39.1% | $1,829-71.9% | $3,046-83.1% |
| Admin fee / account holder | $101 | $83+21.5% | $2,232-95.5% | $91+11.5% |