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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC5 years Filed as: M HOLDINGS SECURITIES INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $30,131 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,039 |
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 | $16,144 | $61,473-73.7% | $81,726-80.2% | $73,412-78.0% |
| Participation rate | 87.2% | 72.4%+14.8pp | 72.0%+15.2pp | 72.2%+15.0pp |
| Annual return | 18.33% | 28.26%-9.9pp | 29.49%-11.2pp | 59.30%-41.0pp |
| Employer contribution / active EE | $1,470 | $1,898-22.5% | $4,311-65.9% | $2,234-34.2% |
| Participant deferral / active EE | $2,892 | $3,080-6.1% | $7,108-59.3% | $3,806-24.0% |
| Admin fee / account holder | $78 | $125-38.2% | $5,160-98.5% | $158-50.9% |