Filed September 23, 2014 (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.
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| Provider | Service type | Compensation |
|---|---|---|
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $3,073 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $1,912 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $387 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $50 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,167 | $44,989-39.6% | $170,435-84.1% | $77,958-65.2% |
| Participation rate | 78.0% | 64.6%+13.4pp | 83.6%-5.6pp | 71.6%+6.4pp |
| Annual return | 17.71% | 19.61%-1.9pp | 205.94%-188.2pp | 20.87%-3.2pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,937 | $2,208-12.2% | $4,939-60.8% | $3,537-45.2% |
| Admin fee / account holder | $0 | $69-99.7% | $13,881-100.0% | $97-99.8% |