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| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC2 years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $16,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,738 | $29,369-12.4% | $77,552-66.8% | $73,412-64.9% |
| Participation rate | 9.7% | 37.9%-28.2pp | 54.2%-44.5pp | 72.2%-62.5pp |
| Annual return | 14.09% | 358.15%-344.1pp | 54.82%-40.7pp | 59.30%-45.2pp |
| Employer contribution / active EE | $0 | $406-100.0% | $987-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $341 | $941-63.8% | $1,861-81.7% | $3,806-91.0% |
| Admin fee / account holder | $154 | $123+25.4% | $2,859-94.6% | $158-2.5% |