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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC4+ years Service code 27 · EIN 91-1802259 | Advisory (Plan) | $13,869 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,628 |
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 | $43,192 | $59,186-27.0% | $76,768-43.7% | $56,287-23.3% |
| Participation rate | 85.5% | 75.2%+10.3pp | 77.0%+8.5pp | 69.9%+15.6pp |
| Annual return | -5.83% | 6.62%-12.4pp | 2.43%-8.3pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,989 | $1,759+13.1% | $2,485-20.0% | $2,111-5.8% |
| Participant deferral / active EE | $3,698 | $3,255+13.6% | $3,852-4.0% | $3,350+10.4% |
| Admin fee / account holder | $131 | $489-73.2% | $6,675-98.0% | $521-74.8% |