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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC10+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $32,212 |
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 95-1253576 | Recordkeeping and information managem... | $25,482 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $2,606 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,148 | $101,591+8.4% | $147,096-25.1% | $74,429+48.0% |
| Participation rate | 54.2% | 75.5%-21.4pp | 82.2%-28.0pp | 67.2%-13.0pp |
| Annual return | 11.29% | 8746.45%-8735.2pp | 419.75%-408.5pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $580 | $3,813-84.8% | $4,936-88.2% | $2,625-77.9% |
| Participant deferral / active EE | $4,899 | $7,302-32.9% | $8,071-39.3% | $4,348+12.7% |
| Admin fee / account holder | $573 | $1,750-67.3% | $13,005-95.6% | $1,944-70.6% |