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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC3 years Service code 26 · EIN 91-1802259 1125 NW COUCH STREET · PORTLAND, OR 97204 | Advisory (Participants) | $91,538 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,755 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,159 | $51,223+269.3% | $82,763+128.6% | $66,949+182.5% |
| Participation rate | 95.7% | 67.9%+27.8pp | 72.6%+23.1pp | 69.8%+25.9pp |
| Annual return | -15.52% | -9.85%-5.7pp | 702.45%-718.0pp | 1.57%-17.1pp |
| Employer contribution / active EE | $12,552 | $2,611+380.8% | $3,008+317.2% | $2,545+393.1% |
| Participant deferral / active EE | $0 | $3,460-100.0% | $4,395-100.0% | $4,239-100.0% |
| Admin fee / account holder | $503 | $415+21.0% | $5,325-90.6% | $594-15.3% |