Retirement plan

THE CONTRACTORS RETIREMENT PLAN

Name: INTEGRITY NATIONAL CORPORATION - THE CONTRACTORS RETIREMENT PLAN (2022) Form 5500
Creator: INTEGRITY NATIONAL CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CONTRACTORS RETIREMENT PLAN, INTEGRITY NATIONAL CORPORATION

INTEGRITY NATIONAL CORPORATIONEIN 52-2063943Plan #002PY 2022

1734 ELTON ROAD, SUITE 230 - SILVER SPRING, MD 20903301-424-8405integrity-corp.comLinkedIn201-500 employeesfacilities services

Other plans on this EIN

1 filing

#001Retirement-$934K assets

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$898

-22.6% from 2021

Total participants

0.0% from 2021

Average account balance

$898

-22.6% from 2021

Annual return

-22.59%

-15.24 pp from 2021

Benchmarks

See 48,278 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort48,278 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$810

Not enough data

1 years with asset history on file

Average account balance

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

$810

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.

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

0 years with F_SCH_H allocation on file

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$898

$133,981-99.3%

$112,249-99.2%

$134,532-99.3%

Participation rate

0.0%

78.6%-78.6pp

75.1%-75.1pp

81.2%-81.2pp

Annual return

-22.59%

47.16%-69.7pp

27.48%-50.1pp

418.27%-440.9pp

Employer contribution / active EE

$4,040-100.0%

$3,636-100.0%

$4,741-100.0%

Participant deferral / active EE

$5,292-100.0%

$4,729-100.0%

$6,401-100.0%

Admin fee / account holder

$7,492-100.0%

$6,412-100.0%

$11,429-100.0%

THE CONTRACTORS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE CONTRACTORS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion