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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 49 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 024533467 | Other Services | $6,283 |
Filed as: TEACHERS INSURANCE AND ANNUITY OF A Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $3,771 |
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 | $72,041 | $43,344+66.2% | $59,899+20.3% | $64,173+12.3% |
| Participation rate | 54.9% | 69.2%-14.2pp | 74.7%-19.7pp | 69.6%-14.6pp |
| Annual return | -2.64% | -1.55%-1.1pp | 3.46%-6.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $513 | $2,030-74.7% | $2,723-81.1% | $2,381-78.4% |
| Participant deferral / active EE | $3,116 | $2,547+22.3% | $3,402-8.4% | $3,470-10.2% |
| Admin fee / account holder | $54 | $3,008-98.2% | $3,592-98.5% | $4,887-98.9% |