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| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC11+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $40,926 |
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 | $43,365 | $96,484-55.1% | $156,263-72.2% | $74,304-41.6% |
| Participation rate | 92.9% | 67.7%+25.2pp | 78.9%+13.9pp | 60.3%+32.5pp |
| Annual return | 11.44% | 17.73%-6.3pp | 59.47%-48.0pp | 29.43%-18.0pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,763 | $4,286-12.2% | $6,158-38.9% | $3,767-0.1% |
| Admin fee / account holder | $275 | $3,728-92.6% | $14,255-98.1% | $2,969-90.7% |