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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC3 years Service code 26 · EIN 91-1802259 | Advisory (Participants) | $30,526 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $25,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $95,867 | $52,293+83.3% | $178,499-46.3% | $73,412+30.6% |
| Participation rate | 37.4% | 65.3%-28.0pp | 81.9%-44.6pp | 72.2%-34.8pp |
| Annual return | 14.26% | 34.75%-20.5pp | 151.10%-136.8pp | 59.30%-45.0pp |
| Employer contribution / active EE | $1,157 | $1,735-33.3% | $5,011-76.9% | $2,234-48.2% |
| Participant deferral / active EE | $1,869 | $2,332-19.9% | $5,202-64.1% | $3,806-50.9% |
| Admin fee / account holder | $157 | $127+23.3% | $13,986-98.9% | $158-0.6% |