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 |
|---|---|---|
M HOLDINGS SECURITIES INC5+ years Service code 27 · EIN 91-1802259 | Advisory (Plan) | $23,759 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,202 |
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 | $47,678 | $65,376-27.1% | $87,104-45.3% | $65,185-26.9% |
| Participation rate | 86.2% | 75.3%+10.8pp | 76.9%+9.3pp | 70.2%+16.0pp |
| Annual return | 24.24% | 31.27%-7.0pp | 28.19%-4.0pp | 29.38%-5.1pp |
| Employer contribution / active EE | $1,777 | $1,822-2.5% | $2,521-29.5% | $2,177-18.3% |
| Participant deferral / active EE | $3,330 | $3,388-1.7% | $4,048-17.7% | $3,514-5.2% |
| Admin fee / account holder | $188 | $520-63.8% | $7,491-97.5% | $847-77.8% |