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.
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 |
|---|---|---|
MSI FINANCIAL SERVICES INC.2+ years Filed as: MSI FINANCIAL SERVICES Service code 55 1295 STATE ST MIP E410 · SPRINGFIELD, MA 01111 | Other Commissions | $8,511 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 | Other Commissions | $6,226 |
Service code 50 · EIN 84-0467907 | Direct Payment | $240 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 50 · EIN 95-1411037 | Direct Payment | $150 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $83,406 | $74,552+11.9% | $63,018+32.4% | $69,631+19.8% |
| Participation rate | 49.1% | 78.3%-29.2pp | 74.8%-25.7pp | 70.7%-21.6pp |
| Annual return | 12.47% | 15.77%-3.3pp | 87.62%-75.2pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,640 | $2,974+22.4% | $3,330+9.3% | $3,224+12.9% |
| Admin fee / account holder | $1 | $59-98.5% | $3,601-100.0% | $110-99.2% |