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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $15,433 |
M HOLDING SECURITIES, INC.5 years Filed as: M HOLDING SECURITIES INC Service code 22 · EIN 91-1802259 | Insurance Broker | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,446 | $63,768+18.3% | $98,506-23.4% | $79,389-5.0% |
| Participation rate | 56.2% | 69.9%-13.7pp | 73.3%-17.2pp | 70.7%-14.5pp |
| Annual return | 11.26% | 626.18%-614.9pp | 1494.92%-1483.7pp | 116.89%-105.6pp |
| Employer contribution / active EE | $1,587 | $2,558-38.0% | $2,961-46.4% | $2,428-34.7% |
| Participant deferral / active EE | $2,965 | $3,305-10.3% | $4,277-30.7% | $4,046-26.7% |
| Admin fee / account holder | $199 | $516-61.5% | $5,955-96.7% | $626-68.3% |