Filed March 20, 2011 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTEGRITY WEALTH ADVISORS INC Service code 27 196 S. FIR ST · VENTURA, CA 93001 | Advisory (Plan) | $58,452 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $31,561 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,887 | $122,239-45.3% | $184,200-63.7% | $74,546-10.3% |
| Participation rate | 99.4% | 85.5%+14.0pp | 86.8%+12.6pp | 67.2%+32.2pp |
| Annual return | 22.28% | 19.95%+2.3pp | 28.80%-6.5pp | 1366.03%-1343.8pp |
| Employer contribution / active EE | $4,732 | $4,537+4.3% | $6,424-26.3% | $2,624+80.3% |
| Participant deferral / active EE | $5,883 | $7,139-17.6% | $9,132-35.6% | $4,347+35.3% |
| Admin fee / account holder | $272 | $1,260-78.4% | $13,907-98.0% | $1,944-86.0% |