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| Provider | Service type | Compensation |
|---|---|---|
M HOLDING SECURITIES, INC.1+ years Filed as: M. HOLDING SECURITIES, INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $12,113 |
CBIZ RETIREMENT PLAN SERVICES1+ years Service code 15 · EIN 31-1582098 13680 CLEVELAND AVENUE NW · UNIONTOWN, OH 44685 | Recordkeeping | $2,230 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,701 | $39,458-47.5% | $60,547-65.8% | $55,191-62.5% |
| Participation rate | 30.6% | 59.6%-29.0pp | 68.0%-37.3pp | 69.2%-38.5pp |
| Annual return | -2.64% | 3.35%-6.0pp | 335.64%-338.3pp | 10.78%-13.4pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,419-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $827 | $2,140-61.4% | $3,328-75.1% | $3,046-72.9% |
| Admin fee / account holder | $86 | $95-9.7% | $4,536-98.1% | $91-5.3% |