Filed October 15, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 99 · EIN 13-1624203 | Other Fees | $29,295 |
Filed as: TWELVE POINTS WEALTH MGMT Service code 99 · EIN 46-5061538 | Other Fees | $24,825 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST OPER COMP Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $215 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,288 | $69,774+148.4% | $67,575+156.4% | $74,459+132.7% |
| Participation rate | 97.8% | 71.4%+26.4pp | 72.9%+24.9pp | 67.2%+30.6pp |
| Annual return | 12.72% | -40.53%+53.2pp | 3528.98%-3516.3pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $6,771 | $2,710+149.8% | $2,736+147.5% | $2,626+157.9% |
| Participant deferral / active EE | $11,868 | $3,636+226.4% | $4,003+196.4% | $4,350+172.8% |
| Admin fee / account holder | $158 | $890-82.2% | $3,993-96.0% | $1,945-91.9% |