Filed August 1, 2018
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLACK POINT WEALTH MGMT- J HARRIS Service code 99 · EIN 87-3671331 849 7TH AVE STE 201 · NAPLES, FL 341026711 | Other Fees | $8,460 |
TIAA6 years Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Other Fees | $5,117 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,144 | $48,337+67.9% | $67,560+20.1% | $80,959+0.2% |
| Participation rate | 78.0% | 66.4%+11.6pp | 72.9%+5.1pp | 67.7%+10.4pp |
| Annual return | 16.67% | 18.26%-1.6pp | 3533.50%-3516.8pp | 35.67%-19.0pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,237 | $2,928+10.5% | $4,004-19.2% | $4,300-24.7% |
| Admin fee / account holder | $86 | $3,695-97.7% | $3,994-97.9% | $6,925-98.8% |