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| Provider | Service type | Compensation |
|---|---|---|
MSI FINANCIAL SERVICES INC.2 years Filed as: MSI FINANCIAL SERVICES INC Service code 49 | Other Services | $6,124 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 | Other Services | $5,582 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,842 |
Filed as: MML INSURANCE AGENCY Service code 49 · EIN 04-3109325 | Other Services | $0 |
Filed as: MSI FINANCIAL SERVICES Service code 49 · EIN 13-3175978 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $54,584 | $55,453-1.6% | $170,435-68.0% | $62,293-12.4% |
| Participation rate | 68.1% | 66.4%+1.7pp | 83.6%-15.5pp | 69.5%-1.4pp |
| Annual return | 15.51% | 21.38%-5.9pp | 205.94%-190.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $2,415 | $2,164+11.6% | $5,432-55.5% | $2,042+18.3% |
| Participant deferral / active EE | $3,695 | $2,303+60.4% | $4,939-25.2% | $3,169+16.6% |
| Admin fee / account holder | $47 | $455-89.7% | $13,881-99.7% | $479-90.2% |