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| Provider | Service type | Compensation |
|---|---|---|
Filed as: M HOLDINGS SECURITIES, INC Service code 99 · EIN 11-1000111 | Other Fees | $20,234 |
MY GROUP LLC2 years Filed as: THE R.O.W. GROUP Service code 99 · EIN 62-1259536 | Other Fees | $6,566 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,533 | $91,517-67.7% | $101,271-70.8% | $73,412-59.8% |
| Participation rate | 82.8% | 73.8%+9.0pp | 75.8%+7.0pp | 72.2%+10.6pp |
| Annual return | 5.97% | 17.17%-11.2pp | 46.48%-40.5pp | 59.30%-53.3pp |
| Employer contribution / active EE | $1,546 | $2,877-46.3% | $3,660-57.8% | $2,234-30.8% |
| Participant deferral / active EE | $2,300 | $3,338-31.1% | $4,371-47.4% | $3,806-39.6% |
| Admin fee / account holder | $77 | $216-64.2% | $5,948-98.7% | $158-51.1% |