Filed September 27, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC2+ years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $38,062 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,022 | $30,599-1.9% | $74,577-59.7% | $57,658-47.9% |
| Participation rate | 61.1% | 49.1%+12.0pp | 68.1%-7.0pp | 70.2%-9.1pp |
| Annual return | 8.32% | 14.24%-5.9pp | 20.47%-12.2pp | 5.13%+3.2pp |
| Employer contribution / active EE | $1,780 | $1,000+78.0% | $2,525-29.5% | $1,974-9.8% |
| Participant deferral / active EE | $1,279 | $1,805-29.2% | $3,458-63.0% | $3,061-58.2% |
| Admin fee / account holder | $131 | $98+33.4% | $4,138-96.8% | $95+38.4% |