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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $248,444 |
M HOLDINGS SECURITIES INC7+ years Filed as: M HOLDINGS, SECURITIES, INC Service code 27 · EIN 91-1802259 | Advisory (Plan) | $61,772 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,128 | $53,216-77.2% | $155,534-92.2% | $199,960-93.9% |
| Participation rate | 62.8% | 64.1%-1.3pp | 78.2%-15.4pp | 72.0%-9.2pp |
| Annual return | 26.84% | 41.18%-14.3pp | 64.92%-38.1pp | 34.28%-7.4pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,675-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $1,412 | $3,164-55.4% | $5,630-74.9% | $5,087-72.2% |
| Admin fee / account holder | $101 | $186-45.8% | $15,900-99.4% | $269-62.6% |