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| Provider | Service type | Compensation |
|---|---|---|
INTEGRITY ASSET MANAGEMENT8 years Filed as: INTEGRITY FINANCIAL CORP Service code 27 · EIN 32-0123516 | Advisory (Plan) | $44,716 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,070 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,242 | $69,774-7.9% | $67,575-4.9% | $74,459-13.7% |
| Participation rate | 79.1% | 71.4%+7.7pp | 72.9%+6.2pp | 67.2%+11.8pp |
| Annual return | 16.13% | -40.53%+56.7pp | 3528.98%-3512.9pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $3,719 | $2,710+37.2% | $2,736+35.9% | $2,626+41.6% |
| Participant deferral / active EE | $7,742 | $3,636+112.9% | $4,003+93.4% | $4,350+78.0% |
| Admin fee / account holder | $249 | $890-72.0% | $3,993-93.8% | $1,945-87.2% |