Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC2 years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $38,316 |
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 | $47,394 | $79,438-40.3% | $106,555-55.5% | $79,391-40.3% |
| Participation rate | 86.5% | 74.2%+12.4pp | 76.1%+10.4pp | 70.7%+15.8pp |
| Annual return | 11.32% | 18.27%-7.0pp | 26.80%-15.5pp | 116.88%-105.6pp |
| Employer contribution / active EE | $421 | $2,235-81.1% | $2,819-85.1% | $2,428-82.6% |
| Participant deferral / active EE | $2,270 | $3,824-40.6% | $4,399-48.4% | $4,046-43.9% |
| Admin fee / account holder | $207 | $523-60.4% | $7,408-97.2% | $627-66.9% |