Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC8 years Filed as: M HOLDINGS SECURITIES, INC. Service code 33 100 SMITH RANCH ROAD · SAN RAFAEL, CA 94903 | Securities brokerage | $70,823 |
INWEST RETIREMENT SOLUTIONS10+ years Service code 13 4305 N. GARFIELD, STE 202 · MIDLAND, TX 79705 | Contract Administrator | $51,977 |
NATIONWIDE10+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $48,345 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,346 | $96,486-50.9% | $153,500-69.2% | $77,714-39.1% |
| Participation rate | 71.7% | 81.6%-10.0pp | 77.1%-5.4pp | 70.6%+1.1pp |
| Annual return | 12.84% | 14.44%-1.6pp | 15.70%-2.9pp | 31.26%-18.4pp |
| Employer contribution / active EE | $1,596 | $5,224-69.5% | $5,039-68.3% | $2,727-41.5% |
| Participant deferral / active EE | $2,196 | $6,609-66.8% | $6,756-67.5% | $4,649-52.8% |
| Admin fee / account holder | $415 | $182+127.5% | $12,736-96.7% | $433-4.2% |