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 INC6+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $48,177 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,787 | $79,519-61.3% | $95,964-67.9% | $73,412-58.1% |
| Participation rate | 48.8% | 81.2%-32.4pp | 77.1%-28.3pp | 72.2%-23.4pp |
| Annual return | 13.74% | 19.20%-5.5pp | 91.64%-77.9pp | 59.30%-45.6pp |
| Employer contribution / active EE | $701 | $2,048-65.7% | $2,541-72.4% | $2,234-68.6% |
| Participant deferral / active EE | $1,274 | $4,138-69.2% | $4,167-69.4% | $3,806-66.5% |
| Admin fee / account holder | $147 | $184-20.3% | $6,797-97.8% | $158-7.0% |