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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC4 years Filed as: M. HOLDINGS SECURITIES DNU Service code 26 · EIN 91-1802259 | Advisory (Participants) | $12,547 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,969 | $59,839-8.1% | $81,991-33.0% | $79,852-31.2% |
| Participation rate | 28.7% | 61.6%-32.9pp | 69.3%-40.5pp | 69.6%-40.9pp |
| Annual return | 13.63% | 17.56%-3.9pp | 41.31%-27.7pp | 31.72%-18.1pp |
| Employer contribution / active EE | $48 | $1,713-97.2% | $2,498-98.1% | $2,471-98.1% |
| Participant deferral / active EE | $956 | $2,695-64.5% | $3,722-74.3% | $3,740-74.5% |
| Admin fee / account holder | $356 | $4,287-91.7% | $5,665-93.7% | $5,306-93.3% |