Filed September 27, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC8+ years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $76,582 |
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 | $42,309 | $34,634+22.2% | $77,100-45.1% | $64,824-34.7% |
| Participation rate | 58.9% | 49.8%+9.1pp | 67.9%-9.0pp | 71.5%-12.6pp |
| Annual return | -14.41% | -5.31%-9.1pp | 42.35%-56.8pp | 32.84%-47.3pp |
| Employer contribution / active EE | $1,378 | $1,385-0.5% | $2,815-51.1% | $2,507-45.0% |
| Participant deferral / active EE | $1,431 | $2,553-43.9% | $4,430-67.7% | $4,311-66.8% |
| Admin fee / account holder | $188 | $178+5.5% | $5,443-96.5% | $188+0.2% |