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| Provider | Service type | Compensation |
|---|---|---|
TRUEPOINT INC1 year Filed as: TRUEPOINT WEALTH COUNSEL Service code 28 9999 CARVER ROAD, SUITE 200 · CINCINNATI, OH 45242 | Investment Management | $34,546 |
Service code 64 · EIN 32-0169227 | Recordkeeping Fees | $21,505 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,561 | $84,482-30.7% | $125,363-53.3% | $66,930-12.5% |
| Participation rate | 83.3% | 76.4%+6.9pp | 82.4%+1.0pp | 69.8%+13.5pp |
| Annual return | 29.75% | -8.49%+38.2pp | 572.15%-542.4pp | 1.57%+28.2pp |
| Employer contribution / active EE | $2,255 | $3,553-36.5% | $4,815-53.2% | $2,545-11.4% |
| Participant deferral / active EE | $6,314 | $6,782-6.9% | $7,447-15.2% | $4,238+49.0% |
| Admin fee / account holder | $220 | $685-67.9% | $10,005-97.8% | $593-63.0% |