Filed September 27, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC10+ years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $95,861 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,615 | $45,031+14.6% | $85,009-39.3% | $77,671-33.5% |
| Participation rate | 67.1% | 48.7%+18.4pp | 67.5%-0.4pp | 70.6%-3.5pp |
| Annual return | 10.24% | 79.22%-69.0pp | 66.47%-56.2pp | 31.21%-21.0pp |
| Employer contribution / active EE | $1,823 | $1,609+13.3% | $2,728-33.2% | $2,726-33.2% |
| Participant deferral / active EE | $1,762 | $2,807-37.2% | $4,522-61.0% | $4,648-62.1% |
| Admin fee / account holder | $232 | $912-74.6% | $6,153-96.2% | $430-46.2% |