Filed October 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MSI FINANCIAL SERVICES INC Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $6,034 |
Filed as: MELISSA G CRITCHER, CPA, PC Service code 10 · EIN 27-1654932 | Accounting | $5,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,998 | $63,924-57.8% | $108,582-75.1% | $55,167-51.1% |
| Participation rate | 44.4% | 74.3%-29.9pp | 79.6%-35.1pp | 69.0%-24.5pp |
| Annual return | 7.82% | 15.31%-7.5pp | -51.70%+59.5pp | 169.23%-161.4pp |
| Employer contribution / active EE | $872 | $1,879-53.6% | $3,758-76.8% | $1,963-55.5% |
| Participant deferral / active EE | $1,091 | $3,067-64.4% | $4,311-74.7% | $3,054-64.3% |
| Admin fee / account holder | $65 | $618-89.5% | $7,645-99.2% | $504-87.1% |