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| Provider | Service type | Compensation |
|---|---|---|
INTEGRITY ASSET MANAGEMENT4+ years Filed as: INTEGRITY FINANCIAL Service code 26 · EIN 32-0123516 | Advisory (Participants) | $23,488 |
HEALTHEQUITY RETIREMENT SERVICES4+ years Service code 12 · EIN 82-1222973 | Participant loan processing; Plan Adm... | $11,655 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $2,311 |
MATRIX TRUST COMPANY3 years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,931 | $65,437-17.6% | $86,698-37.8% | $66,949-19.4% |
| Participation rate | 38.5% | 75.5%-37.0pp | 76.6%-38.1pp | 69.8%-31.4pp |
| Annual return | -18.13% | -10.91%-7.2pp | 35.96%-54.1pp | 1.57%-19.7pp |
| Employer contribution / active EE | $1,866 | $2,154-13.4% | $2,837-34.2% | $2,545-26.7% |
| Participant deferral / active EE | $3,040 | $4,102-25.9% | $4,656-34.7% | $4,239-28.3% |
| Admin fee / account holder | $454 | $642-29.2% | $7,492-93.9% | $594-23.5% |