Filed November 20, 2008 (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 Filed as: MSI FINANCIAL SERVICES Service code 55 1295 STATE ST MIP E410 · SPRINGFIELD, MA 01111 | Other Commissions | $12,313 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 | Other Commissions | $9,145 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $144 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $0 |
Annual investment return 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 | $53,313 | $74,552-28.5% | $63,018-15.4% | $69,631-23.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 11.55% | 15.77%-4.2pp | 87.62%-76.1pp | 27571.02%-27559.5pp |
| Employer contribution / active EE | $4,128 | $2,929+40.9% | $2,761+49.5% | $2,032+103.1% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,330-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $59-99.8% | $3,601-100.0% | $110-99.9% |