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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC6 years Filed as: M HOLDINGS SECURITIES INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $43,570 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,984 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,786 | $66,528-56.7% | $86,868-66.9% | $86,813-66.8% |
| Participation rate | 89.8% | 72.4%+17.4pp | 71.6%+18.1pp | 72.3%+17.5pp |
| Annual return | 13.88% | 19.56%-5.7pp | 63.53%-49.6pp | 97.93%-84.0pp |
| Employer contribution / active EE | $1,576 | $2,007-21.5% | $2,496-36.8% | $2,406-34.5% |
| Participant deferral / active EE | $3,334 | $3,240+2.9% | $3,699-9.9% | $4,131-19.3% |
| Admin fee / account holder | $205 | $148+38.1% | $5,829-96.5% | $170+20.6% |