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| Provider | Service type | Compensation |
|---|---|---|
Filed as: M HOLDINGS SECURITIES INC. Service code 99 · EIN 91-1802259 | Other Fees | $24,096 |
ACUFF & ASSOCIATES, INC.1 year Filed as: ACUFF & ASSOCIATES Service code 49 | Other Services | $3,196 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,682 |
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 | $32,301 | $106,236-69.6% | $112,249-71.2% | $64,819-50.2% |
| Participation rate | 84.1% | 71.7%+12.4pp | 75.1%+9.0pp | 71.5%+12.6pp |
| Annual return | -4.95% | -6.02%+1.1pp | 27.48%-32.4pp | 32.84%-37.8pp |
| Employer contribution / active EE | $1,312 | $3,166-58.6% | $3,636-63.9% | $2,507-47.7% |
| Participant deferral / active EE | $2,044 | $3,785-46.0% | $4,729-56.8% | $4,311-52.6% |
| Admin fee / account holder | $121 | $452-73.3% | $6,412-98.1% | $188-35.7% |