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 INC Service code 49 · EIN 13-3175978 | Other Services | $48,080 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,329 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,619 | $46,100-46.6% | $86,582-71.6% | $69,631-64.6% |
| Participation rate | 86.4% | 67.2%+19.2pp | 73.5%+12.8pp | 70.7%+15.7pp |
| Annual return | 17.15% | 21.02%-3.9pp | 965.08%-947.9pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $1,714 | $1,850-7.3% | $2,839-39.6% | $2,032-15.7% |
| Participant deferral / active EE | $1,022 | $2,432-58.0% | $3,609-71.7% | $3,224-68.3% |
| Admin fee / account holder | $17 | $94-82.0% | $4,904-99.7% | $110-84.7% |