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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 49 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 024533467 | Other Services | $3,154 |
Filed as: TEACHERS INSURANCE AND ANNUITY ASSO Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $1,893 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,473 | $40,275+82.4% | $57,356+28.1% | $59,633+23.2% |
| Participation rate | 77.1% | 69.1%+7.9pp | 75.1%+2.0pp | 68.7%+8.4pp |
| Annual return | 2.39% | 27.52%-25.1pp | 24.41%-22.0pp | 2041.45%-2039.1pp |
| Employer contribution / active EE | $452 | $1,921-76.5% | $2,689-83.2% | $2,203-79.5% |
| Participant deferral / active EE | $2,411 | $2,400+0.5% | $3,162-23.7% | $3,192-24.5% |
| Admin fee / account holder | $27 | $2,820-99.0% | $3,357-99.2% | $4,297-99.4% |