Filed December 3, 2024
Total covered: 27 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: M. HOLDINGS SECURITIES, INC. Service code 99 | Other Fees | $70,543 |
MOMENTA, INC.2 years Service code 49 · EIN 22-2000222 5201 GREAT AMERICAN PKWY · SANTA CLARA, CA 95054 | Other Services | $14,837 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,073 |
M HOLDINGS SECURITIES INC5 years Filed as: M HOLDINGS SECURITIES Service code 99 · EIN 91-1802259 | Other Fees | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,447 | $89,465+25.7% | $165,100-31.9% | $77,762+44.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 7.04% | 28.86%-21.8pp | 70.21%-63.2pp | 31.27%-24.2pp |
| Employer contribution / active EE | $3,730 | $2,565+45.4% | $4,348-14.2% | $2,728+36.7% |
| Participant deferral / active EE | $6,658 | $4,904+35.8% | $6,035+10.3% | $4,651+43.2% |
| Admin fee / account holder | $497 | $340+46.2% | $12,696-96.1% | $433+14.7% |