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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,162 |
M HOLDINGS SECURITIES INC4+ years Service code 55 | Other Commissions | $20,867 |
M HOLDINGS SECURITIES INC4+ years Filed as: M HOLDINGS SECURITIES Service code 55 · EIN 91-1802259 PO BOX 2207 · PORTLAND, OR 97208 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,445 | $35,485+50.6% | $74,551-28.3% | $55,725-4.1% |
| Participation rate | 37.8% | 62.5%-24.7pp | 69.1%-31.3pp | 70.9%-33.1pp |
| Annual return | -5.04% | 0.72%-5.8pp | 32.53%-37.6pp | 244.93%-250.0pp |
| Employer contribution / active EE | $84 | $777-89.2% | $1,961-95.7% | $2,078-96.0% |
| Participant deferral / active EE | $1,991 | $2,181-8.7% | $3,108-35.9% | $3,356-40.7% |
| Admin fee / account holder | $320 | $114+179.8% | $5,059-93.7% | $115+177.8% |