Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $37,414 |
Filed as: M HOLDING SECURITIES INC 911802259 Service code 22 | Insurance Broker | $14,625 |
Service code 15 · EIN 46-3335003 | Recordkeeping | $6,463 |
Filed as: M HOLDING SECURITIES INC Service code 22 · EIN 91-1802259 | Insurance Broker | $0 |
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 | $37,883 | $62,267-39.2% | $110,241-65.6% | $55,725-32.0% |
| Participation rate | 98.5% | 78.1%+20.4pp | 79.8%+18.7pp | 70.9%+27.7pp |
| Annual return | 8.65% | -1.07%+9.7pp | 314.75%-306.1pp | 244.93%-236.3pp |
| Employer contribution / active EE | $2,960 | $1,941+52.5% | $3,827-22.7% | $2,078+42.4% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $96 | $121-20.9% | $8,548-98.9% | $115-17.0% |