Filed January 31, 2022 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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) | $30,017 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $10,691 |
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 | $77,829 | $58,726+32.5% | $142,898-45.5% | $85,847-9.3% |
| Participation rate | 85.4% | 58.5%+26.9pp | 72.0%+13.4pp | 69.3%+16.1pp |
| Annual return | 14.62% | 27.73%-13.1pp | 5639.64%-5625.0pp | 318.61%-304.0pp |
| Employer contribution / active EE | $3,087 | $1,424+116.8% | $4,146-25.5% | $2,565+20.3% |
| Participant deferral / active EE | $3,591 | $2,609+37.7% | $3,838-6.4% | $3,952-9.1% |
| Admin fee / account holder | $235 | $4,234-94.4% | $6,560-96.4% | $6,261-96.2% |