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| Provider | Service type | Compensation |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK9+ years Service code 49 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 024533467 | Other Services | $9,541 |
Filed as: TEACHERS INSURANCE & ANNUITY ASSOCI Service code 49 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Services | $5,724 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,991 | $65,582+15.9% | $64,101+18.6% | $71,511+6.3% |
| Participation rate | 39.8% | 73.2%-33.3pp | 72.3%-32.5pp | 67.9%-28.1pp |
| Annual return | 13.01% | 18.96%-6.0pp | 33.72%-20.7pp | 28.86%-15.8pp |
| Employer contribution / active EE | $411 | $2,671-84.6% | $2,749-85.1% | $2,589-84.1% |
| Participant deferral / active EE | $2,178 | $3,628-40.0% | $3,881-43.9% | $4,291-49.2% |
| Admin fee / account holder | $77 | $616-87.4% | $3,070-97.5% | $1,588-95.1% |