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| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC4 years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $27,902 |
S.D.K.A. & S., LTD3 years Service code 10 · EIN 41-1680240 | Accounting | $9,700 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,023 | $72,620+57.0% | $90,760+25.6% | $66,938+70.3% |
| Participation rate | 26.7% | 73.7%-47.0pp | 75.7%-49.0pp | 69.8%-43.1pp |
| Annual return | -13.84% | -12.28%-1.6pp | -12.16%-1.7pp | 1.58%-15.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,446 | $3,979-63.7% | $4,565-68.3% | $4,238-65.9% |
| Admin fee / account holder | $964 | $707+36.3% | $8,444-88.6% | $594+62.4% |