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| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC5 years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $42,504 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,336 | $78,483-24.4% | $106,201-44.1% | $74,546-20.4% |
| Participation rate | 78.5% | 72.8%+5.7pp | 75.3%+3.2pp | 67.2%+11.3pp |
| Annual return | 9.19% | 15.94%-6.8pp | 116.26%-107.1pp | 1366.03%-1356.8pp |
| Employer contribution / active EE | $413 | $2,522-83.6% | $3,170-87.0% | $2,624-84.3% |
| Participant deferral / active EE | $2,124 | $4,320-50.8% | $5,012-57.6% | $4,347-51.1% |
| Admin fee / account holder | $271 | $2,236-87.9% | $11,039-97.5% | $1,944-86.1% |