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| Provider | Service type | Compensation |
|---|---|---|
INTEGRITY ASSET MANAGEMENT1+ years Filed as: INTEGRITY FINANCIAL Service code 26 · EIN 32-0723516 11130 NE 33RD PL · BELLEVUE, WA 98004 | Advisory (Participants) | $11,927 |
HEALTHEQUITY RETIREMENT SERVICES1+ years Service code 14 · EIN 82-1222973 15 W SCENIC POINTE DR. · DRAPER, UT 84020 | Plan Administrator | $5,110 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $1,022 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,542 | $65,378-45.6% | $87,103-59.2% | $65,186-45.5% |
| Participation rate | 49.0% | 75.3%-26.4pp | 76.9%-27.9pp | 70.2%-21.2pp |
| Annual return | 0.00% | 31.28%-31.3pp | 28.19%-28.2pp | 29.39%-29.4pp |
| Employer contribution / active EE | $1,633 | $1,823-10.4% | $2,521-35.3% | $2,177-25.0% |
| Participant deferral / active EE | $2,894 | $3,389-14.6% | $4,049-28.5% | $3,514-17.6% |
| Admin fee / account holder | $240 | $520-53.8% | $7,491-96.8% | $847-71.6% |