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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 49 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 024533467 | Other Services | $5,485 |
Filed as: TEACHERS INSURANCE AND ANNUITY OF A Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $3,292 |
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 | $74,796 | $45,050+66.0% | $63,018+18.7% | $70,126+6.7% |
| Participation rate | 59.1% | 69.5%-10.4pp | 74.8%-15.7pp | 69.5%-10.4pp |
| Annual return | 12.85% | 18.76%-5.9pp | 87.62%-74.8pp | 73.15%-60.3pp |
| Employer contribution / active EE | $486 | $2,052-76.3% | $2,761-82.4% | $2,343-79.3% |
| Participant deferral / active EE | $2,475 | $2,466+0.4% | $3,330-25.7% | $3,332-25.7% |
| Admin fee / account holder | $47 | $2,834-98.3% | $3,601-98.7% | $4,645-99.0% |