Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC2 years Filed as: M HOLDINGS SECURITIES, INC Service code 27 · EIN 91-1802259 | Advisory (Plan) | $23,625 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $13,974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,696 | $64,176-22.6% | $112,249-55.7% | $66,938-25.8% |
| Participation rate | 55.2% | 68.4%-13.2pp | 75.1%-19.9pp | 69.8%-14.6pp |
| Annual return | -20.99% | -13.80%-7.2pp | 27.48%-48.5pp | 1.58%-22.6pp |
| Employer contribution / active EE | $2,949 | $3,007-1.9% | $3,636-18.9% | $2,545+15.9% |
| Participant deferral / active EE | $5,587 | $3,694+51.3% | $4,729+18.1% | $4,238+31.8% |
| Admin fee / account holder | $369 | $626-41.1% | $6,412-94.3% | $594-37.9% |