Filed September 27, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC7+ years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $72,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,086 | $41,647+8.3% | $96,171-53.1% | $86,821-48.1% |
| Participation rate | 67.3% | 50.3%+17.0pp | 68.4%-1.2pp | 72.3%-5.0pp |
| Annual return | 13.33% | 27.24%-13.9pp | 192.04%-178.7pp | 97.94%-84.6pp |
| Employer contribution / active EE | $1,515 | $1,328+14.1% | $2,799-45.9% | $2,406-37.0% |
| Participant deferral / active EE | $1,467 | $2,412-39.2% | $4,350-66.3% | $4,132-64.5% |
| Admin fee / account holder | $164 | $169-3.0% | $5,538-97.0% | $170-3.1% |