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) | $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 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,829 | $58,694+32.6% | $142,863-45.5% | $85,850-9.3% |
| Participation rate | 85.4% | 58.5%+26.9pp | 71.9%+13.5pp | 69.3%+16.1pp |
| Annual return | 14.62% | 27.72%-13.1pp | 5637.54%-5622.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $3,087 | $1,423+117.0% | $4,144-25.5% | $2,565+20.3% |
| Participant deferral / active EE | $3,591 | $2,607+37.7% | $3,837-6.4% | $3,952-9.1% |
| Admin fee / account holder | $235 | $4,239-94.4% | $6,560-96.4% | $6,260-96.2% |