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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC3 years Filed as: M HOLDINGS SECURITIES INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $19,532 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,994 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,283 | $48,261-74.5% | $68,612-82.1% | $55,725-78.0% |
| Participation rate | 89.8% | 71.0%+18.8pp | 72.2%+17.6pp | 70.9%+18.9pp |
| Annual return | -7.49% | -2.61%-4.9pp | -4.63%-2.9pp | 244.93%-252.4pp |
| Employer contribution / active EE | $1,433 | $1,742-17.7% | $2,625-45.4% | $2,078-31.0% |
| Participant deferral / active EE | $2,798 | $2,712+3.2% | $3,311-15.5% | $3,356-16.6% |
| Admin fee / account holder | $97 | $126-23.3% | $5,131-98.1% | $115-16.0% |