Filed January 31, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TWELVE POINTS WEALTH MGMT Service code 27 · EIN 46-5061538 DAMON MILL SQUARE 9 POND LANE SQ ST · CONCORD, MA 01742 | Advisory (Plan) | $31,871 |
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $23,763 |
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 | $89,506 | $51,638+73.3% | $129,406-30.8% | $80,959+10.6% |
| Participation rate | 77.6% | 56.9%+20.6pp | 69.6%+7.9pp | 67.7%+9.9pp |
| Annual return | 16.18% | 20.78%-4.6pp | 9468.18%-9452.0pp | 35.67%-19.5pp |
| Employer contribution / active EE | $3,921 | $1,584+147.6% | $4,155-5.6% | $2,757+42.2% |
| Participant deferral / active EE | $4,434 | $2,670+66.1% | $4,167+6.4% | $4,300+3.1% |
| Admin fee / account holder | $298 | $4,313-93.1% | $7,689-96.1% | $6,925-95.7% |