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| Provider | Service type | Compensation |
|---|---|---|
INTEGRITY ASSET MANAGEMENT3+ years Filed as: INTEGRITY FINANCIAL CORPORATION Service code 26 · EIN 32-0123516 | Advisory (Participants) | $17,984 |
Service code 14 · EIN 82-1222973 | Plan Administrator | $16,975 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $1,383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,564 | $54,368+15.1% | $117,039-46.5% | $62,293+0.4% |
| Participation rate | 13.0% | 64.9%-52.0pp | 77.2%-64.2pp | 69.5%-56.6pp |
| Annual return | 9.87% | 21.77%-11.9pp | 18.95%-9.1pp | 28.90%-19.0pp |
| Employer contribution / active EE | $252 | $1,692-85.1% | $3,785-93.3% | $2,042-87.7% |
| Participant deferral / active EE | $1,568 | $2,269-30.9% | $3,929-60.1% | $3,169-50.5% |
| Admin fee / account holder | $918 | $493+86.1% | $5,974-84.6% | $479+91.5% |