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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $15,000 |
TAWNEY, PLLC5 years Service code 10 · EIN 46-4585449 | Accounting | $13,476 |
Filed as: TWELVE POINTS WEALTH MANAGEMENT LL Service code 27 · EIN 46-5061538 | Advisory (Plan) | $6,120 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,118 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,646 | $72,254-0.8% | $86,677-17.3% | $64,808+10.6% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.6%+18.5pp | 71.5%+23.6pp |
| Annual return | -17.52% | 392.42%-409.9pp | 35.91%-53.4pp | 32.82%-50.3pp |
| Employer contribution / active EE | $3,406 | $2,393+42.3% | $2,836+20.1% | $2,506+35.9% |
| Participant deferral / active EE | $11,990 | $4,658+157.4% | $4,656+157.5% | $4,310+178.2% |
| Admin fee / account holder | $57 | $174-66.9% | $7,493-99.2% | $188-69.4% |