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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC7 years Filed as: M HOLDINGS SECRUITIES, INC. Service code 26 · EIN 91-1802259 | Advisory (Participants) | $24,381 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,292 | $80,763-51.3% | $102,412-61.6% | $74,459-47.2% |
| Participation rate | 64.4% | 65.7%-1.2pp | 74.5%-10.1pp | 67.2%-2.8pp |
| Annual return | 7.91% | 27.57%-19.7pp | 24.94%-17.0pp | 1369.70%-1361.8pp |
| Employer contribution / active EE | $1,674 | $3,160-47.0% | $3,870-56.7% | $2,626-36.2% |
| Participant deferral / active EE | $2,845 | $3,862-26.3% | $5,060-43.8% | $4,350-34.6% |
| Admin fee / account holder | $380 | $2,371-84.0% | $8,388-95.5% | $1,945-80.4% |