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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 | $50,554+70.4% | $67,681+27.3% | $87,485-1.5% |
| Participation rate | 81.1% | 67.7%+13.4pp | 73.7%+7.4pp | 68.9%+12.1pp |
| Annual return | 11.04% | 17.81%-6.8pp | 590.58%-579.5pp | 26.06%-15.0pp |
| Employer contribution / active EE | $2,610 | $1,988+31.3% | $2,678-2.5% | $2,596+0.5% |
| Participant deferral / active EE | $4,648 | $2,961+57.0% | $3,976+16.9% | $4,274+8.8% |
| Admin fee / account holder | $234 | $4,132-94.3% | $6,100-96.2% | $7,775-97.0% |