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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTEGRITY FINANCIAL Service code 15 2620 BELLEVUE WAY NE · BELLEVUE, WA 98004 | Recordkeeping | $25,808 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,283 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,085 | $98,776-74.6% | $149,745-83.2% | $79,856-68.6% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.3pp |
| Annual return | 19.84% | 27.38%-7.5pp | 276.72%-256.9pp | 31.71%-11.9pp |
| Employer contribution / active EE | $267 | $3,217-91.7% | $4,646-94.3% | $2,471-89.2% |
| Participant deferral / active EE | $3,681 | $5,681-35.2% | $6,843-46.2% | $3,741-1.6% |
| Admin fee / account holder | $257 | $6,053-95.8% | $9,312-97.2% | $5,306-95.2% |