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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC2 years Filed as: M HOLDINGS SECURITIES INC. Service code 99 · EIN 91-1802259 | Other Fees | $35,977 |
ACUFF & ASSOCIATES, INC.2 years Filed as: ACUFF & ASSOCIATES Service code 49 · EIN 71-0294708 | Other Services | $13,942 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 27 | Advisory (Plan) | $2,348 |
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 | $35,005 | $93,010-62.4% | $96,515-63.7% | $74,460-53.0% |
| Participation rate | 85.6% | 71.6%+14.0pp | 74.3%+11.2pp | 70.7%+14.8pp |
| Annual return | 18.32% | 37.50%-19.2pp | 35.73%-17.4pp | 34.38%-16.1pp |
| Employer contribution / active EE | $2,388 | $3,427-30.3% | $3,740-36.1% | $2,638-9.5% |
| Participant deferral / active EE | $3,658 | $3,971-7.9% | $4,880-25.0% | $4,530-19.2% |
| Admin fee / account holder | $145 | $633-77.0% | $6,735-97.8% | $348-58.2% |