Filed December 5, 2014 (most recent of 3 filings on file)
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 |
|---|---|---|
TRUST POINT INC7+ years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $73,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $59,417-100.0% | $93,606-100.0% | $74,495-100.0% |
| Participation rate | 0.0% | 59.7%-59.7pp | 68.7%-68.7pp | 67.2%-67.2pp |
| Annual return | 8.74% | 81.83%-73.1pp | 133.20%-124.5pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $2,592 | $1,264+105.2% | $2,420+7.1% | $2,623-1.2% |
| Participant deferral / active EE | $5,759 | $3,050+88.8% | $4,411+30.6% | $4,346+32.5% |
| Admin fee / account holder | $0 | $3,021-100.0% | $8,285-100.0% | $1,942-100.0% |