Retirement plan

THE COMMONFUND RETIREMENT SAVINGS PLAN

Name: THE COMMON FUND FOR NONPROFITS - THE COMMONFUND RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: THE COMMON FUND FOR NONPROFITS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE COMMONFUND RETIREMENT SAVINGS PLAN, THE COMMON FUND FOR NONPROFITS

THE COMMON FUND FOR NONPROFITSEIN 23-7037968Plan #004PY 2024

15 OLD DANBURY ROAD - WILTON, CT 06897203-563-5100

Other plans on this EIN

3 filings

#002Retirement-$14.5M assets #003Retirement-$6.9M assets #001Retirement-$3.9M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$142.2M

+12.8% from 2023

Total participants

277

+1.8% from 2023

Average account balance

$526,808

+9.8% from 2023

Annual return

16.91%

-3.20 pp from 2023

Benchmarks

See 2,175 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants100-249

Cohort2,175 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$142.24M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$527K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

270

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

96.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.02M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.91%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$203

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176	Advisory (Plan)	$116,568
PRICEWATERHOUSECOOPERS LLP7 years Filed as: PWC Service code 10 · EIN 13-4008324	Accounting	$47,000
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786	Loan Processing	-$108,650

Plan features & details

Pension benefit codes2E2F2G2J2T3H3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$55K

$302 / participant

Investment mgmt$117K212.3%

% of EOY assets

0.039%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: PRICEWATERHOUSE COOPERS LLP
Auditor EIN: 134008324
Audit fees: $47,000
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$526,808

$122,051+331.6%

$184,185+186.0%

$74,400+608.1%

Participation rate

96.2%

85.5%+10.7pp

86.8%+9.3pp

67.2%+28.9pp

Annual return

16.91%

19.91%-3.0pp

28.81%-11.9pp

1367.51%-1350.6pp

Employer contribution / active EE

$11,871

$4,539+161.5%

$6,426+84.8%

$2,624+352.3%

Participant deferral / active EE

$15,711

$7,146+119.9%

$9,132+72.0%

$4,348+261.3%

Admin fee / account holder

$203

$1,258-83.8%

$13,909-98.5%

$1,944-89.5%

Provider

Service type

Compensation

CETERA ADVISOR NETWORKS LLC2 years

Filed as: CETERA INVESTMENT ADVISORS LLC

Service code 27 · EIN 36-3258176

Advisory (Plan)

$116,568

PRICEWATERHOUSECOOPERS LLP7 years

Filed as: PWC

Service code 10 · EIN 13-4008324

Accounting

$47,000

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$108,650

THE COMMONFUND RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE COMMONFUND RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion