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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $71,552 |
M HOLDINGS SECURITIES INC6 years Filed as: M HOLDINGS SECURITIES Service code 27 · EIN 91-1802259 | Advisory (Plan) | $37,012 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,452 | $82,979-50.0% | $102,412-59.5% | $77,736-46.7% |
| Participation rate | 40.7% | 71.5%-30.9pp | 74.5%-33.8pp | 70.6%-29.9pp |
| Annual return | 9.24% | 19.11%-9.9pp | 24.94%-15.7pp | 31.26%-22.0pp |
| Employer contribution / active EE | $1,192 | $3,554-66.5% | $3,870-69.2% | $2,728-56.3% |
| Participant deferral / active EE | $2,489 | $4,109-39.4% | $5,060-50.8% | $4,651-46.5% |
| Admin fee / account holder | $354 | $639-44.5% | $8,388-95.8% | $433-18.3% |