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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC8 years Service code 27 PO BOX 2207 · PORTLAND, OR 97208 | Advisory (Plan) | $35,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,971 | $80,781+276.3% | $102,437+196.7% | $74,478+308.1% |
| Participation rate | 97.7% | 65.7%+32.0pp | 74.5%+23.2pp | 67.2%+30.5pp |
| Annual return | 13.07% | 27.58%-14.5pp | 24.95%-11.9pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $17,845 | $3,160+464.7% | $3,871+361.0% | $2,626+579.5% |
| Participant deferral / active EE | $10,849 | $3,862+180.9% | $5,060+114.4% | $4,350+149.4% |
| Admin fee / account holder | $149 | $2,372-93.7% | $8,388-98.2% | $1,946-92.3% |