Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC7 years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $26,007 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,065 | $88,137-52.3% | $164,975-74.5% | $74,429-43.5% |
| Participation rate | 56.5% | 73.1%-16.6pp | 78.6%-22.1pp | 67.2%-10.7pp |
| Annual return | 11.98% | 17.13%-5.2pp | 70.12%-58.1pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $1,192 | $2,597-54.1% | $4,343-72.5% | $2,625-54.6% |
| Participant deferral / active EE | $2,278 | $4,501-49.4% | $6,033-62.2% | $4,348-47.6% |
| Admin fee / account holder | $220 | $2,231-90.1% | $12,688-98.3% | $1,944-88.7% |