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| 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 | $96,805-51.1% | $153,741-69.2% | $77,762-39.1% |
| Participation rate | 71.7% | 81.6%-10.0pp | 77.1%-5.4pp | 70.6%+1.1pp |
| Annual return | 12.84% | 14.39%-1.6pp | 15.71%-2.9pp | 31.27%-18.4pp |
| Employer contribution / active EE | $1,596 | $5,232-69.5% | $5,042-68.3% | $2,728-41.5% |
| Participant deferral / active EE | $2,196 | $6,601-66.7% | $6,757-67.5% | $4,651-52.8% |
| Admin fee / account holder | $415 | $182+127.9% | $12,749-96.7% | $433-4.1% |