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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC2 years Filed as: M HOLDINGS SECURITES, INC. Service code 26 · EIN 91-1802259 | Advisory (Participants) | $14,822 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,199 |
Filed as: EDWARD D. JONES & CO, LP Service code 26 · EIN 43-0345811 | Advisory (Participants) | $1,658 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,670 | $40,174-8.7% | $84,021-56.4% | $67,579-45.7% |
| Participation rate | 54.3% | 62.7%-8.4pp | 69.0%-14.7pp | 71.3%-17.0pp |
| Annual return | 57.38% | 25.82%+31.6pp | 71.32%-13.9pp | 378.56%-321.2pp |
| Employer contribution / active EE | $1,389 | $808+72.1% | $1,984-30.0% | $2,148-35.3% |
| Participant deferral / active EE | $2,175 | $2,301-5.5% | $3,239-32.9% | $3,539-38.6% |
| Admin fee / account holder | $211 | $128+64.7% | $6,102-96.5% | $142+48.5% |