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| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC2+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $24,617 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,955 | $56,640-55.9% | $78,002-68.0% | $55,167-54.8% |
| Participation rate | 76.7% | 73.3%+3.3pp | 75.5%+1.1pp | 69.0%+7.7pp |
| Annual return | 5.78% | 2868.48%-2862.7pp | 425.99%-420.2pp | 169.23%-163.4pp |
| Employer contribution / active EE | $310 | $1,724-82.0% | $2,470-87.5% | $1,963-84.2% |
| Participant deferral / active EE | $1,415 | $2,778-49.0% | $3,497-59.5% | $3,054-53.7% |
| Admin fee / account holder | $134 | $467-71.3% | $5,481-97.6% | $504-73.4% |