Retirement plan

INTEGRITS CORPORATION 401(K) PLAN

Name: INTEGRITS CORPORATION - INTEGRITS CORPORATION 401(K) PLAN (2020) Form 5500
Creator: INTEGRITS CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTEGRITS CORPORATION 401(K) PLAN, INTEGRITS CORPORATION

INTEGRITS CORPORATIONEIN 33-0847178Plan #001PY 2020

5205 KEARNEY VILLA WAY, SUITE 200 - SAN DIEGO, CA 92123858-300-1610integrits.comLinkedIn51-200 employeesinformation technology and services

Prospect flagsHigh feesFailed to transmit contributions

Top hat statement on fileNQDC

Filed September 1, 2014

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$14.3M

+21.1% from 2019

Total participants

224

-5.9% from 2019

Average account balance

$86,486

+40.9% from 2019

Annual return

15.94%

-15.63 pp from 2019

Benchmarks

See 5,591 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,591 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$16.44M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$82K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

200

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

89.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.05M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.37%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$535

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Service code 64 8515 EAST OCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$82,604
PURSHE KAPLAN STERLING INV2 years Filed as: PURSHE KAPLAN STERLING INV INC Service code 55	Other Commissions	$44,481
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST OCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$11,460
PREMIER PLAN CONSULTANTS1 year Service code 13 6215 FERRIS SQ · SAN DIEGO, CA 92121	Contract Administrator	$1,609
JGD & ASSOCIATES LLP1 year Filed as: JGD & ASSOCIATES Service code 10 9191 TOWNE CENTRE DR. · SAN DIEGO, CA 92122	Accounting	$1,000
PURSCHE KAPLAN STERLING INV1 year Service code 55 18 CORPORATE WOODS BLVD · ALBANY, NY 12211	Other Commissions	$0

Plan features & details

Pension benefit codes2E2J2K2F2G3D3H2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$83K

$414 / participant

Contract admin$83K100.0%

% of EOY assets

0.580%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: JGD & ASSOCIATES LLP
Auditor EIN: 953132551
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$86,486

$99,957-13.5%

$149,745-42.2%

$73,497+17.7%

Participation rate

70.5%

75.7%-5.2pp

82.5%-12.0pp

70.7%-0.2pp

Annual return

15.94%

53.87%-37.9pp

276.72%-260.8pp

28.51%-12.6pp

Employer contribution / active EE

$1,682

$3,191-47.3%

$4,646-63.8%

$2,270-25.9%

Participant deferral / active EE

$5,254

$6,073-13.5%

$6,843-23.2%

$3,740+40.5%

Admin fee / account holder

$502

$551-8.9%

$9,312-94.6%

$513-2.2%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Service code 64

8515 EAST OCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$82,604

PURSHE KAPLAN STERLING INV2 years

Filed as: PURSHE KAPLAN STERLING INV INC

Service code 55

Other Commissions

$44,481

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: ADVISED ASSETS GROUP, LLC

Service code 28

8515 EAST OCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$11,460

PREMIER PLAN CONSULTANTS1 year

Service code 13

6215 FERRIS SQ · SAN DIEGO, CA 92121

Contract Administrator

$1,609

JGD & ASSOCIATES LLP1 year

Filed as: JGD & ASSOCIATES

Service code 10

9191 TOWNE CENTRE DR. · SAN DIEGO, CA 92122

Accounting

$1,000

PURSCHE KAPLAN STERLING INV1 year

Service code 55

18 CORPORATE WOODS BLVD · ALBANY, NY 12211

Other Commissions

INTEGRITS CORPORATION 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTEGRITS CORPORATION 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion