Retirement plan

INTEGRITY EMPLOYEE LEASING RETIREMENT PLAN

Name: INTEGRITY EMPLOYEE LEASING, INC. - INTEGRITY EMPLOYEE LEASING RETIREMENT PLAN (2020) Form 5500
Creator: INTEGRITY EMPLOYEE LEASING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTEGRITY EMPLOYEE LEASING RETIREMENT PLAN, INTEGRITY EMPLOYEE LEASING, INC.

INTEGRITY EMPLOYEE LEASING, INC.EIN 59-3611544Plan #001PY 2020

128 W. CHARLOTTE AVENUE - PUNTA GORDA, FL 339505502941-625-0623integrityel.comLinkedIn11-50 employeeshuman resources

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$4.4M

+31.8% from 2019

Total participants

324

+11.7% from 2019

Average account balance

$33,262

+23.9% from 2019

Annual return

12.86%

-0.76 pp from 2019

Benchmarks

See 695 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants250-999

Cohort695 peers

Snapshot2020

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$8.25M

Not enough data

1 years with asset history on file

Average account balance

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

$12K

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.

699

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.

21.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.16M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

-6.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$147

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

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
NATIONWIDE2 years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Contract Administrator	$14,903
SARASOTA PRIVATE TRUST2 years Service code 27 · EIN 83-2680596 240 S PINEAPPLE AVE 5TH FL · SARASOTA, FL 34236	Advisory (Plan)	$13,507
INTEGRITY EMPLOYEE LEASING2 years Service code 14 · EIN 59-3611544 128 W. CHARLOTTE AVENUE · PUNTA GORDA, FL 339505502	Plan Administrator	$11,472
FULL SPECTRUM RETIREMENT PLANS, LLC2 years Service code 15 · EIN 27-2998426 630 WOODBURY DRIVE · PORT CHARLOTTE, FL 33954	Recordkeeping	$7,845
IRON-CO-FID-COMPREHENSIVE1 year Filed as: IRON-CO-FID-3(21) Service code 27 · EIN 26-2409128 630 DUNDEE ROAD, STE 200 · NORTHBROOK, IL 60062	Advisory (Plan)	$711

Plan features & details

Pension benefit codes2A2E2F2G2J2K2T3D3F3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$20K

$69 / participant

Investment mgmt$14K69.6%
Contract admin$6K30.4%

% of EOY assets

0.461%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: TEMPLETON & COMPANY
Auditor EIN: 141918990
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$33,262

$39,948-16.7%

$89,391-62.8%

$73,409-54.7%

Participation rate

35.5%

50.4%-14.9pp

68.0%-32.5pp

72.2%-36.7pp

Annual return

12.86%

50.12%-37.3pp

245.62%-232.8pp

59.29%-46.4pp

Employer contribution / active EE

$855

$1,200-28.7%

$2,586-66.9%

$2,234-61.7%

Participant deferral / active EE

$1,739

$2,193-20.7%

$3,890-55.3%

$3,805-54.3%

Admin fee / account holder

$153

$134+14.3%

$4,881-96.9%

$158-2.8%

Provider

Service type

Compensation

NATIONWIDE2 years

Service code 13 · EIN 31-4156830

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Contract Administrator

$14,903

SARASOTA PRIVATE TRUST2 years

Service code 27 · EIN 83-2680596

240 S PINEAPPLE AVE 5TH FL · SARASOTA, FL 34236

Advisory (Plan)

$13,507

INTEGRITY EMPLOYEE LEASING2 years

Service code 14 · EIN 59-3611544

128 W. CHARLOTTE AVENUE · PUNTA GORDA, FL 339505502

Plan Administrator

$11,472

FULL SPECTRUM RETIREMENT PLANS, LLC2 years

Service code 15 · EIN 27-2998426

630 WOODBURY DRIVE · PORT CHARLOTTE, FL 33954

Recordkeeping

$7,845

IRON-CO-FID-COMPREHENSIVE1 year

Filed as: IRON-CO-FID-3(21)

Service code 27 · EIN 26-2409128

630 DUNDEE ROAD, STE 200 · NORTHBROOK, IL 60062

Advisory (Plan)

$711

INTEGRITY EMPLOYEE LEASING RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTEGRITY EMPLOYEE LEASING RETIREMENT PLAN

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