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| Provider | Service type | Compensation |
|---|---|---|
M HOLDINGS SECURITIES INC6 years Filed as: M HOLDINGS SECURITIES Service code 99 · EIN 91-1802259 | Other Fees | $30,102 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,840 | $76,696-33.7% | $96,515-47.3% | $71,511-28.9% |
| Participation rate | 92.5% | 66.6%+25.9pp | 74.3%+18.1pp | 67.9%+24.5pp |
| Annual return | 12.06% | 48.32%-36.3pp | 35.73%-23.7pp | 28.86%-16.8pp |
| Employer contribution / active EE | $1,552 | $3,032-48.8% | $3,740-58.5% | $2,589-40.1% |
| Participant deferral / active EE | $2,565 | $3,770-32.0% | $4,880-47.4% | $4,291-40.2% |
| Admin fee / account holder | $276 | $2,030-86.4% | $6,735-95.9% | $1,588-82.6% |