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| Provider | Service type | Compensation |
|---|---|---|
INTEGRITY ASSET MANAGEMENT3 years Filed as: INTEGRITY FINANCIAL Service code 15 2620 BELLEVUE WAY NE · BELLEVUE, WA 98004 | Recordkeeping | $36,927 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,782 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,647 | $84,499-61.4% | $125,391-74.0% | $66,949-51.2% |
| Participation rate | 71.8% | 76.4%-4.6pp | 82.4%-10.6pp | 69.8%+2.0pp |
| Annual return | -19.49% | -8.49%-11.0pp | 572.41%-591.9pp | 1.57%-21.1pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,410 | $6,785-49.7% | $7,448-54.2% | $4,239-19.5% |
| Admin fee / account holder | $423 | $685-38.3% | $10,009-95.8% | $594-28.8% |