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| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC4 years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $12,751 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,945 | $73,823-77.0% | $379,746-95.5% | $73,493-76.9% |
| Participation rate | 65.1% | 73.1%-8.0pp | 78.4%-13.3pp | 70.7%-5.6pp |
| Annual return | 16.68% | 29.06%-12.4pp | 34.90%-18.2pp | 28.51%-11.8pp |
| Employer contribution / active EE | $678 | $2,472-72.6% | $3,540-80.8% | $2,270-70.1% |
| Participant deferral / active EE | $1,800 | $4,038-55.4% | $6,024-70.1% | $3,740-51.9% |
| Admin fee / account holder | $108 | $607-82.2% | $7,927-98.6% | $513-78.9% |