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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $13,016 |
M HOLDINGS SECURITIES INC2 years Filed as: M HOLDINGS SECURITIES, INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $10,908 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,783 | $29,525+14.4% | $56,033-39.7% | $77,736-56.5% |
| Participation rate | 20.7% | 32.7%-12.0pp | 52.5%-31.8pp | 70.6%-49.9pp |
| Annual return | 10.46% | 18.90%-8.4pp | 1711.38%-1700.9pp | 31.26%-20.8pp |
| Employer contribution / active EE | $215 | $569-62.3% | $1,041-79.4% | $2,728-92.1% |
| Participant deferral / active EE | $496 | $1,062-53.3% | $1,954-74.6% | $4,651-89.3% |
| Admin fee / account holder | $164 | $1,040-84.2% | $2,827-94.2% | $433-62.2% |