Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
INTEGRITY ASSET MANAGEMENT2 years Filed as: INTEGRITY FINANCIAL CORP Service code 26 2620 BELLEVUE WAY NE · BELLEVUE, WA 98004 | Advisory (Participants) | $13,383 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,944 | $77,817-78.2% | $123,553-86.3% | $64,173-73.6% |
| Participation rate | 79.8% | 74.7%+5.1pp | 82.3%-2.5pp | 69.6%+10.2pp |
| Annual return | -2.18% | 12.49%-14.7pp | 119.21%-121.4pp | 7.63%-9.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,294 | $5,240-18.1% | $6,426-33.2% | $3,470+23.8% |
| Admin fee / account holder | $226 | $5,519-95.9% | $9,284-97.6% | $4,887-95.4% |