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| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC4+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $47,123 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,818 | $47,977+89.3% | $154,107-41.1% | $56,287+61.3% |
| Participation rate | 81.5% | 66.2%+15.3pp | 83.0%-1.6pp | 69.9%+11.6pp |
| Annual return | -7.36% | 3.54%-10.9pp | 735.12%-742.5pp | -9.96%+2.6pp |
| Employer contribution / active EE | $685 | $2,169-68.4% | $5,298-87.1% | $2,111-67.5% |
| Participant deferral / active EE | $5,838 | $2,392+144.1% | $5,081+14.9% | $3,350+74.3% |
| Admin fee / account holder | $403 | $438-8.1% | $13,411-97.0% | $521-22.7% |