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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC7+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 26 · EIN 91-1802259 1125 NW COUCH ST · PORTLAND, OR 97209 | Advisory (Participants) | $24,817 |
ASCENSUS LLC7+ years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 13 · EIN 62-1700633 3050 BUSINESS PARK CIRCLE · GOOLETTSVILLE, TN 37072 | Contract Administrator | $2,232 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,967 | $30,555-54.3% | $80,716-82.7% | $86,799-83.9% |
| Participation rate | 38.1% | 37.2%+0.9pp | 54.2%-16.0pp | 72.3%-34.1pp |
| Annual return | 9.87% | 30.35%-20.5pp | 87.28%-77.4pp | 97.91%-88.0pp |
| Employer contribution / active EE | $146 | $472-69.0% | $1,160-87.4% | $2,405-93.9% |
| Participant deferral / active EE | $753 | $1,050-28.3% | $2,146-64.9% | $4,131-81.8% |
| Admin fee / account holder | $126 | $135-6.6% | $3,380-96.3% | $170-25.4% |