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| Provider | Service type | Compensation |
|---|---|---|
INTEGRITY ASSET MANAGEMENT2+ years Filed as: INTEGRITY FINANCIAL CORPORATION Service code 15 · EIN 32-0123516 | Recordkeeping | $31,278 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $775 |
ADP BROKER-DEALER2+ 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,950 | $75,183-48.2% | $123,894-68.6% | $55,167-29.4% |
| Participation rate | 38.8% | 72.8%-34.0pp | 81.4%-42.6pp | 69.0%-30.2pp |
| Annual return | 17.70% | 19.01%-1.3pp | 47.52%-29.8pp | 169.23%-151.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,531 | $5,084-10.9% | $5,984-24.3% | $3,054+48.4% |
| Admin fee / account holder | $483 | $663-27.1% | $8,357-94.2% | $504-4.2% |