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) | $31,033 |
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $18,415 |
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 | $78,864 | $49,199+60.3% | $121,204-34.9% | $75,173+4.9% |
| Participation rate | 73.2% | 55.4%+17.8pp | 69.5%+3.7pp | 67.2%+6.0pp |
| Annual return | 19.26% | 56.04%-36.8pp | 987.18%-967.9pp | 160.72%-141.5pp |
| Employer contribution / active EE | $3,640 | $1,547+135.3% | $4,170-12.7% | $2,671+36.3% |
| Participant deferral / active EE | $4,301 | $2,630+63.5% | $4,083+5.3% | $4,126+4.2% |
| Admin fee / account holder | $273 | $3,946-93.1% | $5,651-95.2% | $5,651-95.2% |