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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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,479+81.5% | $62,929+36.9% | $82,448+4.5% |
| Participation rate | 81.1% | 66.9%+14.2pp | 73.1%+8.0pp | 68.1%+13.0pp |
| Annual return | 11.04% | 20.34%-9.3pp | 1063.93%-1052.9pp | 41.64%-30.6pp |
| Employer contribution / active EE | $2,610 | $1,885+38.4% | $2,505+4.2% | $2,551+2.3% |
| Participant deferral / active EE | $4,648 | $2,870+61.9% | $3,888+19.6% | $4,139+12.3% |
| Admin fee / account holder | $234 | $3,804-93.8% | $5,065-95.4% | $7,234-96.8% |