Filed September 27, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC4+ years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $59,000 |
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 | $24,230 | $44,473-45.5% | $76,518-68.3% | $55,725-56.5% |
| Participation rate | 65.9% | 51.0%+14.9pp | 68.0%-2.1pp | 70.9%-4.9pp |
| Annual return | -7.29% | -2.01%-5.3pp | -0.27%-7.0pp | 244.93%-252.2pp |
| Employer contribution / active EE | $1,273 | $1,101+15.6% | $2,647-51.9% | $2,078-38.7% |
| Participant deferral / active EE | $1,157 | $1,988-41.8% | $3,836-69.8% | $3,356-65.5% |
| Admin fee / account holder | $128 | $134-4.6% | $4,849-97.4% | $115+11.1% |