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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MSI FINANCIAL SERVICES Service code 55 1295 STATE ST MIP E410 · SPRINGFIELD, MA 01111 | Other Commissions | $54,457 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,625 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $3,553 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,408 | $46,761+93.3% | $106,619-15.2% | $57,658+56.8% |
| Participation rate | 96.4% | 56.9%+39.5pp | 78.0%+18.4pp | 70.2%+26.2pp |
| Annual return | 8.10% | 15.77%-7.7pp | 9.42%-1.3pp | 5.13%+3.0pp |
| Employer contribution / active EE | $3,356 | $1,274+163.5% | $3,947-15.0% | $1,974+70.1% |
| Participant deferral / active EE | $4,393 | $1,954+124.8% | $3,930+11.8% | $3,061+43.5% |
| Admin fee / account holder | $26 | $97-73.5% | $6,418-99.6% | $95-72.9% |