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| Provider | Service type | Compensation |
|---|---|---|
Filed as: M HOLDINGS SECURITIES INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $8,192 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,314 |
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 | $7,971 | $50,106-84.1% | $69,779-88.6% | $57,658-86.2% |
| Participation rate | 88.4% | 70.9%+17.5pp | 71.8%+16.6pp | 70.2%+18.2pp |
| Annual return | 11.14% | 14.58%-3.4pp | 12.99%-1.9pp | 5.13%+6.0pp |
| Employer contribution / active EE | $1,266 | $1,739-27.2% | $2,338-45.9% | $1,974-35.9% |
| Participant deferral / active EE | $2,366 | $2,486-4.8% | $2,931-19.3% | $3,061-22.7% |
| Admin fee / account holder | $49 | $89-45.5% | $4,381-98.9% | $95-48.6% |