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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MSI FINANCIAL SERVICES INC Service code 49 · EIN 13-3175978 | Other Services | $10,908 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $646 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,851 | $46,732+8.8% | $156,551-67.5% | $55,167-7.8% |
| Participation rate | 72.0% | 65.8%+6.2pp | 84.0%-12.1pp | 69.0%+3.0pp |
| Annual return | 10.22% | 17.72%-7.5pp | 32.23%-22.0pp | 169.23%-159.0pp |
| Employer contribution / active EE | $5,122 | $2,105+143.3% | $5,501-6.9% | $1,963+161.0% |
| Participant deferral / active EE | $3,453 | $2,204+56.7% | $4,871-29.1% | $3,054+13.1% |
| Admin fee / account holder | $10 | $418-97.5% | $13,028-99.9% | $504-97.9% |