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 INC3 years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $39,122 |
Employer contribution per participant 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 | $43,037 | $72,639-40.8% | $90,766-52.6% | $66,949-35.7% |
| Participation rate | 79.8% | 73.7%+6.1pp | 75.7%+4.1pp | 69.8%+10.0pp |
| Annual return | -14.49% | -12.28%-2.2pp | -12.16%-2.3pp | 1.57%-16.1pp |
| Employer contribution / active EE | $427 | $2,369-82.0% | $2,922-85.4% | $2,545-83.2% |
| Participant deferral / active EE | $2,354 | $3,979-40.8% | $4,565-48.4% | $4,239-44.5% |
| Admin fee / account holder | $222 | $708-68.6% | $8,446-97.4% | $594-62.6% |