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| Provider | Service type | Compensation |
|---|---|---|
INTEGRITY ASSET MANAGEMENT3 years Filed as: INTEGRITY FINANCIAL CORP Service code 26 2620 BELLEVUE WAY NE · BELLEVUE, WA 98004 | Advisory (Participants) | $14,937 |
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 | $20,182 | $89,367-77.4% | $141,191-85.7% | $72,975-72.3% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.5%+5.0pp | 69.5%+18.0pp |
| Annual return | 21.54% | 111.87%-90.3pp | 71.41%-49.9pp | 81.01%-59.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,154 | $5,419+13.6% | $6,710-8.3% | $3,608+70.6% |
| Admin fee / account holder | $242 | $5,957-95.9% | $10,264-97.6% | $5,124-95.3% |