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| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC1 year Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $67,218 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,723 | $84,499-8.0% | $125,391-38.0% | $66,949+16.1% |
| Participation rate | 98.5% | 76.4%+22.1pp | 82.4%+16.1pp | 69.8%+28.7pp |
| Annual return | -18.01% | -8.49%-9.5pp | 572.41%-590.4pp | 1.57%-19.6pp |
| Employer contribution / active EE | $4,056 | $3,554+14.1% | $4,816-15.8% | $2,545+59.4% |
| Participant deferral / active EE | $8,042 | $6,785+18.5% | $7,448+8.0% | $4,239+89.7% |
| Admin fee / account holder | $334 | $685-51.2% | $10,009-96.7% | $594-43.7% |