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| Provider | Service type | Compensation |
|---|---|---|
INTEGRITY ASSET MANAGEMENT3 years Filed as: INTEGRITY FINANCIAL CORP Service code 15 2620 BELLEVUE WAY NE · BELLEVUE, WA 98004 | Recordkeeping | $32,785 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,877 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,578 | $84,482-68.5% | $125,363-78.8% | $66,930-60.3% |
| Participation rate | 62.5% | 76.4%-13.9pp | 82.4%-19.9pp | 69.8%-7.3pp |
| Annual return | -21.45% | -8.49%-13.0pp | 572.15%-593.6pp | 1.57%-23.0pp |
| Employer contribution / active EE | $585 | $3,553-83.5% | $4,815-87.9% | $2,545-77.0% |
| Participant deferral / active EE | $7,074 | $6,782+4.3% | $7,447-5.0% | $4,238+66.9% |
| Admin fee / account holder | $324 | $685-52.7% | $10,005-96.8% | $593-45.4% |