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| Provider | Service type | Compensation |
|---|---|---|
MSI FINANCIAL SERVICES INC.1+ years Filed as: MSI FINANCIAL SERVICES, INC Service code 55 3000 TOWN CTR STE 3100 · SOUTHFIELD, MI 48075 | Other Commissions | $16,536 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,803 | $39,859-5.2% | $78,676-52.0% | $57,658-34.4% |
| Participation rate | 33.3% | 66.1%-32.8pp | 73.6%-40.3pp | 70.2%-36.9pp |
| Annual return | 196.98% | 18.96%+178.0pp | 62.19%+134.8pp | 5.13%+191.8pp |
| Employer contribution / active EE | $585 | $1,786-67.2% | $2,850-79.5% | $1,974-70.3% |
| Participant deferral / active EE | $1,488 | $2,248-33.8% | $3,517-57.7% | $3,061-51.4% |
| Admin fee / account holder | $18 | $76-76.6% | $4,510-99.6% | $95-81.1% |