Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,883 |
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 | $90,407 | $91,439-1.1% | $135,974-33.5% | $71,511+26.4% |
| Participation rate | 98.0% | 75.7%+22.3pp | 81.9%+16.0pp | 67.9%+30.0pp |
| Annual return | 19.73% | 29.90%-10.2pp | 68.30%-48.6pp | 28.86%-9.1pp |
| Employer contribution / active EE | $3,678 | $3,705-0.7% | $4,859-24.3% | $2,589+42.1% |
| Participant deferral / active EE | $6,654 | $7,093-6.2% | $7,760-14.3% | $4,291+55.1% |
| Admin fee / account holder | $331 | $1,267-73.9% | $10,767-96.9% | $1,588-79.1% |