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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC3 years Filed as: M HOLDINGS SECURITIES INC. Service code 99 · EIN 62-1259536 | Other Fees | $44,347 |
ACUFF & ASSOCIATES, INC.3 years Filed as: ACUFF & ASSOCIATES Service code 49 PO BOX 2208 · WACO, TX 76703 | Other Services | $8,340 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,742 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,085 | $82,979-51.7% | $102,383-60.8% | $77,714-48.4% |
| Participation rate | 87.9% | 71.5%+16.4pp | 74.5%+13.4pp | 70.6%+17.3pp |
| Annual return | 15.05% | 19.11%-4.1pp | 24.94%-9.9pp | 31.26%-16.2pp |
| Employer contribution / active EE | $2,985 | $3,554-16.0% | $3,870-22.9% | $2,727+9.5% |
| Participant deferral / active EE | $3,688 | $4,109-10.2% | $5,060-27.1% | $4,649-20.7% |
| Admin fee / account holder | $177 | $639-72.3% | $8,391-97.9% | $433-59.2% |