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 INC6 years Service code 27 · EIN 91-1802259 | Advisory (Plan) | $68,259 |
Service code 37 · EIN 04-2647786 | Loan Processing | $800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,035 | $65,453+11.6% | $86,698-15.8% | $66,938+9.1% |
| Participation rate | 73.9% | 75.5%-1.6pp | 76.6%-2.7pp | 69.8%+4.1pp |
| Annual return | -18.79% | -10.89%-7.9pp | 35.95%-54.7pp | 1.58%-20.4pp |
| Employer contribution / active EE | $2,039 | $2,154-5.3% | $2,837-28.1% | $2,545-19.9% |
| Participant deferral / active EE | $8,203 | $4,102+100.0% | $4,656+76.2% | $4,238+93.6% |
| Admin fee / account holder | $327 | $642-49.0% | $7,493-95.6% | $594-44.9% |