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| Provider | Service type | Compensation |
|---|---|---|
INTEGRITY ASSET MANAGEMENT4 years Filed as: INTEGRITY FINANCIAL Service code 15 2620 BELLEVUE WAY NE · BELLEVUE, WA 98004 | Recordkeeping | $39,231 |
PAYCHEX, INC.4 years Service code 15 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,372 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $3 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,251 | $91,474-58.2% | $135,982-71.9% | $71,529-46.5% |
| Participation rate | 74.4% | 75.7%-1.2pp | 81.9%-7.5pp | 67.9%+6.5pp |
| Annual return | 24.21% | 29.89%-5.7pp | 68.32%-44.1pp | 28.97%-4.8pp |
| Employer contribution / active EE | $775 | $3,705-79.1% | $4,859-84.0% | $2,590-70.1% |
| Participant deferral / active EE | $3,649 | $7,095-48.6% | $7,760-53.0% | $4,291-15.0% |
| Admin fee / account holder | $389 | $1,267-69.3% | $10,767-96.4% | $1,588-75.5% |