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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TWELVE POINTS WEALTH MGMT Service code 99 · EIN 46-5061538 DAMON MILL SQUARE 9 POND LANE SQ · CONCORD, MA 017422853 | Other Fees | $25,882 |
TIAA8 years Service code 26 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Advisory (Participants) | $9,204 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,163 | $55,457+55.4% | $77,361+11.4% | $94,015-8.4% |
| Participation rate | 81.1% | 69.8%+11.3pp | 75.0%+6.1pp | 70.8%+10.3pp |
| Annual return | 11.04% | 15.57%-4.5pp | 1011.54%-1000.5pp | 17.84%-6.8pp |
| Employer contribution / active EE | $2,610 | $2,255+15.8% | $2,990-12.7% | $2,790-6.4% |
| Participant deferral / active EE | $4,648 | $3,069+51.4% | $3,911+18.9% | $4,249+9.4% |
| Admin fee / account holder | $234 | $4,334-94.6% | $5,894-96.0% | $8,951-97.4% |