Filed September 27, 2022 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC6+ years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $62,689 |
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 | $38,287 | $39,948-4.2% | $89,435-57.2% | $73,412-47.8% |
| Participation rate | 84.0% | 50.4%+33.6pp | 68.0%+16.0pp | 72.2%+11.9pp |
| Annual return | 14.83% | 50.12%-35.3pp | 245.55%-230.7pp | 59.30%-44.5pp |
| Employer contribution / active EE | $2,072 | $1,200+72.7% | $2,587-19.9% | $2,234-7.2% |
| Participant deferral / active EE | $1,609 | $2,193-26.6% | $3,890-58.7% | $3,806-57.7% |
| Admin fee / account holder | $144 | $134+7.4% | $4,884-97.0% | $158-8.7% |