Filed December 29, 2004 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MSI FINANCIAL SERVICES Service code 55 1295 STATE ST MIP E410 · SPRINGFIELD, MA 01111 | Other Commissions | $6,824 |
Filed as: AXA ADVISORS LLC Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $5,206 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,971 | $63,924-9.3% | $108,582-46.6% | $55,167+5.1% |
| Participation rate | 49.2% | 74.3%-25.2pp | 79.6%-30.4pp | 69.0%-19.8pp |
| Annual return | 8.64% | 15.31%-6.7pp | -51.70%+60.3pp | 169.23%-160.6pp |
| Employer contribution / active EE | $544 | $1,879-71.0% | $3,758-85.5% | $1,963-72.3% |
| Participant deferral / active EE | $1,937 | $3,067-36.8% | $4,311-55.1% | $3,054-36.6% |
| Admin fee / account holder | $4 | $618-99.3% | $7,645-99.9% | $504-99.2% |