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) | $28,380 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $15,154 |
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 | $67,841 | $46,697+45.3% | $117,529-42.3% | $68,490-0.9% |
| Participation rate | 93.5% | 56.8%+36.8pp | 70.6%+22.9pp | 67.9%+25.7pp |
| Annual return | -18.29% | -14.52%-3.8pp | 29.77%-48.1pp | -7.85%-10.4pp |
| Employer contribution / active EE | $3,855 | $1,506+156.1% | $4,179-7.8% | $2,597+48.5% |
| Participant deferral / active EE | $4,023 | $2,637+52.5% | $4,072-1.2% | $4,028-0.1% |
| Admin fee / account holder | $258 | $4,023-93.6% | $5,645-95.4% | $5,403-95.2% |