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 | $23,144 |
S.D.K.A. & S., LTD1 year Service code 10 · EIN 41-1680240 | Accounting | $6,000 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $106,823 | $70,917+50.6% | $98,920+8.0% | $73,497+45.3% |
| Participation rate | 28.8% | 73.8%-45.0pp | 76.0%-47.2pp | 70.7%-41.9pp |
| Annual return | 18.12% | 34.18%-16.1pp | 196.47%-178.4pp | 28.51%-10.4pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,281 | $3,501-63.4% | $4,245-69.8% | $3,740-65.8% |
| Admin fee / account holder | $694 | $535+29.7% | $6,643-89.6% | $513+35.2% |