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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% | $165,071-60.0% | $77,736-15.0% |
| Participation rate | 90.6% | 78.6%+11.9pp | 78.6%+12.0pp | 70.6%+20.0pp |
| Annual return | 16.16% | 28.86%-12.7pp | 70.17%-54.0pp | 31.26%-15.1pp |
| Employer contribution / active EE | $5,112 | $2,565+99.3% | $4,347+17.6% | $2,728+87.4% |
| Participant deferral / active EE | $7,247 | $4,904+47.8% | $6,035+20.1% | $4,651+55.8% |
| Admin fee / account holder | $237 | $340-30.2% | $12,695-98.1% | $433-45.2% |