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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC7 years Filed as: M HOLDINGS SECURITIES, INC. Service code 27 · EIN 91-1802259 PO BOX 2207 · PORTLAND, OR 97208 | Advisory (Plan) | $17,318 |
Service code 13 600 S. NICOLET ROAD · APPLETON, WI 549148285 | Contract Administrator | $10,235 |
Filed as: JP MORGAN INVESTMENT HOLDINGS LLC Service code 64 383 MADISON AVE · NEW YORK, NY 10179 | Recordkeeping Fees | $9,641 |
Filed as: LAW OFFICES OF R. DAVID DANZIGER Service code 13 1111 STREET ROAD · SOUTHAMPTON, PA 18966 | Contract Administrator | $1,050 |
Filed as: M FINANCIAL SECURITIES MARKETING Service code 55 1125 NW COUCH ST · PORTLAND, OR 97209 | Other Commissions | $1,027 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,315 | $65,125-59.6% | $143,797-81.7% | $66,949-60.7% |
| Participation rate | 94.4% | 65.2%+29.1pp | 80.3%+14.0pp | 69.8%+24.5pp |
| Annual return | -17.50% | -11.13%-6.4pp | -0.04%-17.5pp | 1.57%-19.1pp |
| Employer contribution / active EE | $1,714 | $2,362-27.5% | $4,952-65.4% | $2,545-32.7% |
| Participant deferral / active EE | $1,880 | $2,920-35.6% | $5,638-66.7% | $4,239-55.6% |
| Admin fee / account holder | $196 | $503-61.0% | $14,679-98.7% | $594-67.0% |