Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC6 years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $17,198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,918 | $26,549-13.7% | $61,399-62.7% | $66,930-65.8% |
| Participation rate | 49.5% | 38.1%+11.4pp | 52.6%-3.1pp | 69.8%-20.3pp |
| Annual return | -2.64% | -16.21%+13.6pp | 338.81%-341.5pp | 1.57%-4.2pp |
| Employer contribution / active EE | $384 | $651-41.1% | $1,159-66.9% | $2,545-84.9% |
| Participant deferral / active EE | $1,476 | $1,338+10.3% | $2,124-30.5% | $4,238-65.2% |
| Admin fee / account holder | $152 | $409-62.8% | $2,131-92.9% | $593-74.4% |