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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC5 years Service code 26 · EIN 91-1802259 1125 NW COUCH STREET · PORTLAND, OR 97204 | Advisory (Participants) | $95,454 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $4,798 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,860 | $60,261+183.5% | $81,783+108.9% | $74,546+129.2% |
| Participation rate | 96.6% | 62.9%+33.7pp | 72.4%+24.2pp | 67.2%+29.3pp |
| Annual return | 11.23% | 16.88%-5.6pp | 775.05%-763.8pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $10,995 | $2,622+319.4% | $2,913+277.5% | $2,624+318.9% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,320-100.0% | $4,347-100.0% |
| Admin fee / account holder | $325 | $1,482-78.1% | $7,380-95.6% | $1,944-83.3% |