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| Provider | Service type | Compensation |
|---|---|---|
INTEGRITY ASSET MANAGEMENT1+ years Filed as: INTEGRITY FINANCIAL CORPORATION Service code 15 · EIN 32-0123516 | Recordkeeping | $22,738 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $575 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,149 | $70,002-45.5% | $115,037-66.8% | $52,331-27.1% |
| Participation rate | 40.7% | 72.1%-31.4pp | 81.4%-40.7pp | 68.1%-27.4pp |
| Annual return | 3.23% | 4.04%-0.8pp | 26.14%-22.9pp | 4.54%-1.3pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,592 | $4,920+13.7% | $6,026-7.2% | $3,022+85.0% |
| Admin fee / account holder | $311 | $566-45.1% | $8,175-96.2% | $592-47.5% |