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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC10+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 26 · EIN 91-1802259 1125 NW COUCH ST · PORTLAND, OR 97209 | Advisory (Participants) | $30,350 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $2,162 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,113 | $29,507-31.8% | $56,025-64.1% | $77,762-74.1% |
| Participation rate | 24.4% | 32.7%-8.4pp | 52.5%-28.2pp | 70.6%-46.2pp |
| Annual return | 12.63% | 18.90%-6.3pp | 1712.69%-1700.1pp | 31.27%-18.6pp |
| Employer contribution / active EE | $151 | $570-73.5% | $1,042-85.5% | $2,728-94.5% |
| Participant deferral / active EE | $710 | $1,062-33.2% | $1,955-63.7% | $4,651-84.7% |
| Admin fee / account holder | $181 | $1,041-82.6% | $2,828-93.6% | $433-58.1% |