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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC5 years Service code 26 · EIN 91-1802259 | Advisory (Participants) | $32,665 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $30,846 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,390 | $46,325+75.7% | $143,788-43.4% | $64,814+25.6% |
| Participation rate | 41.7% | 64.2%-22.6pp | 80.3%-38.6pp | 71.5%-29.8pp |
| Annual return | -16.40% | -10.05%-6.3pp | -0.03%-16.4pp | 32.84%-49.2pp |
| Employer contribution / active EE | $1,362 | $1,911-28.8% | $4,952-72.5% | $2,507-45.7% |
| Participant deferral / active EE | $2,169 | $2,647-18.0% | $5,638-61.5% | $4,310-49.7% |
| Admin fee / account holder | $156 | $154+1.5% | $14,675-98.9% | $188-16.9% |