Filed October 15, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TWELVE POINTS WEALTH MGMT Service code 99 · EIN 46-5061538 | Other Fees | $35,174 |
TIAA5 years Service code 99 · EIN 13-1624203 | Other Fees | $30,320 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS INST OPER COMP Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $200 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,875 | $65,084+207.1% | $67,681+195.3% | $64,340+210.7% |
| Participation rate | 95.6% | 66.7%+28.8pp | 73.7%+21.8pp | 55.2%+40.3pp |
| Annual return | 15.11% | 20.50%-5.4pp | 590.58%-575.5pp | 24.14%-9.0pp |
| Employer contribution / active EE | $7,211 | $2,398+200.6% | $2,678+169.2% | $1,862+287.3% |
| Participant deferral / active EE | $12,825 | $3,210+299.5% | $3,976+222.6% | $2,980+330.3% |
| Admin fee / account holder | $177 | $1,415-87.5% | $6,100-97.1% | $3,703-95.2% |