Filed July 9, 2009 (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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK2+ years Filed as: COMMONWEALTH Service code 53 · EIN 04-2865307 | Insurance Commissions | $43,367 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $29,002 |
Service code 13 · EIN 04-3222046 | Contract Administrator | $5,432 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $19,753 | $37,213-46.9% | $156,551-87.4% | $63,975-69.1% |
| Participation rate | 27.2% | 65.0%-37.8pp | 84.0%-56.8pp | 71.1%-44.0pp |
| Annual return | 8.13% | 47.89%-39.8pp | 32.23%-24.1pp | 48.65%-40.5pp |
| Employer contribution / active EE | $175 | $1,357-87.1% | $5,501-96.8% | $2,182-92.0% |
| Participant deferral / active EE | $787 | $2,070-62.0% | $4,871-83.8% | $3,356-76.5% |
| Admin fee / account holder | $46 | $56-18.5% | $13,028-99.6% | $70-34.8% |