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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $75,546 |
M HOLDINGS SECURITIES INC4+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $69,689 |
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 | $66,066 | $89,465-26.2% | $164,866-59.9% | $77,671-14.9% |
| Participation rate | 90.6% | 78.6%+12.0pp | 78.6%+12.0pp | 70.6%+20.0pp |
| Annual return | 16.16% | 28.81%-12.6pp | 69.97%-53.8pp | 31.21%-15.0pp |
| Employer contribution / active EE | $5,112 | $2,568+99.1% | $4,343+17.7% | $2,726+87.5% |
| Participant deferral / active EE | $7,247 | $4,897+48.0% | $6,033+20.1% | $4,648+55.9% |
| Admin fee / account holder | $237 | $340-30.1% | $12,689-98.1% | $430-44.9% |