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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC4 years Filed as: M HOLDINGS SECURITIES Service code 99 · EIN 91-1802259 | Other Fees | $28,950 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,646 | $77,660-37.4% | $109,143-55.4% | $79,386-38.7% |
| Participation rate | 86.5% | 67.8%+18.7pp | 75.9%+10.6pp | 70.7%+15.8pp |
| Annual return | 10.93% | 23.44%-12.5pp | 25.75%-14.8pp | 116.85%-105.9pp |
| Employer contribution / active EE | $1,418 | $2,797-49.3% | $3,722-61.9% | $2,427-41.6% |
| Participant deferral / active EE | $2,247 | $3,518-36.1% | $4,653-51.7% | $4,046-44.5% |
| Admin fee / account holder | $224 | $732-69.3% | $6,752-96.7% | $626-64.2% |