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| 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 | $88,087-52.2% | $164,866-74.5% | $74,546-43.6% |
| Participation rate | 56.5% | 73.1%-16.6pp | 78.6%-22.1pp | 67.2%-10.7pp |
| Annual return | 11.98% | 17.27%-5.3pp | 69.97%-58.0pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $1,192 | $2,595-54.1% | $4,343-72.5% | $2,624-54.6% |
| Participant deferral / active EE | $2,278 | $4,499-49.4% | $6,033-62.2% | $4,347-47.6% |
| Admin fee / account holder | $220 | $2,232-90.1% | $12,689-98.3% | $1,944-88.7% |