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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC7 years Filed as: M HOLDINGS SECURITIES INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $42,986 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,493 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,622 | $56,503-70.6% | $69,884-76.2% | $64,819-74.4% |
| Participation rate | 91.6% | 70.5%+21.1pp | 70.5%+21.1pp | 71.5%+20.1pp |
| Annual return | -24.04% | -13.44%-10.6pp | 190.81%-214.9pp | 32.84%-56.9pp |
| Employer contribution / active EE | $1,301 | $2,046-36.4% | $2,560-49.2% | $2,507-48.1% |
| Participant deferral / active EE | $2,712 | $3,389-20.0% | $3,848-29.5% | $4,311-37.1% |
| Admin fee / account holder | $145 | $160-9.6% | $6,266-97.7% | $188-22.9% |