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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC5+ years Service code 27 PO BOX 2207 · PORTLAND, OR 97208 | Advisory (Plan) | $24,292 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,499 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,610 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,149 | $70,917-19.4% | $98,920-42.2% | $73,497-22.2% |
| Participation rate | 78.5% | 73.8%+4.7pp | 76.0%+2.5pp | 70.7%+7.8pp |
| Annual return | 6.95% | 34.18%-27.2pp | 196.47%-189.5pp | 28.51%-21.6pp |
| Employer contribution / active EE | $823 | $2,037-59.6% | $2,689-69.4% | $2,270-63.8% |
| Participant deferral / active EE | $2,411 | $3,501-31.1% | $4,245-43.2% | $3,740-35.5% |
| Admin fee / account holder | $304 | $535-43.2% | $6,643-95.4% | $513-40.8% |