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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) | $24,788 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,671 | $55,122-64.3% | $104,639-81.2% | $73,497-73.2% |
| Participation rate | 83.6% | 67.7%+15.9pp | 74.1%+9.5pp | 70.7%+12.9pp |
| Annual return | 19.83% | 24.77%-4.9pp | 340.67%-320.8pp | 28.51%-8.7pp |
| Employer contribution / active EE | $601 | $1,464-59.0% | $2,682-77.6% | $2,270-73.5% |
| Participant deferral / active EE | $1,572 | $2,919-46.1% | $3,738-57.9% | $3,740-58.0% |
| Admin fee / account holder | $178 | $423-57.9% | $6,465-97.2% | $513-65.3% |