Plan Ledger DOL Form 5500 · updated monthly

Integrity Outsource, LLC401(k)

INTEGRITY OUTSOURCE RETIREMENT SAVINGS PLAN · PHOENIX, AZ · plan year 2023

Reported admin expense ratio · 2023
1.48%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Integrity Outsource, LLC reported $170,171 in plan administrative expenses for 2023: 1.48% of average plan assets, higher than ~90% of peers. Employer contributions averaged $350 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.62% to 1.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 511th-largest of 1,285 plans among Arizona employers on file, and 7,286th of 11,654 in professional & technical services. In 2023, employees put in $2.35 for every $1.00 the employer contributed; active participation has grown from 1,036 to 1,329 since 2022.

Plan summary
Net assets, end of year$12,353,508
Participants with balances283
Active participants1,329
Employer contributions$464,679
Employee contributions$1,091,813
Employer contribution per active participant$350
Average account balance$43,652
Benefits paid to participants$3,462,909
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $311K emplr
2023$12.4M · 283 accts · $465K emplr
2022$10.7M · 189 accts · $421K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$170,171
Total administrative$170,171
The Integrity Outsource, LLC 401(k) match · 2023
Employer contribution per active participant$350
Median for plans this size$2,440
2023$350 per active participant
2022$406 per active participant

Integrity Outsource, LLC's 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
SLAVIC INTEGRATED ADMINISTRATION · Recordkeeping · Loan processing$60,022
BKS RETIREMENT SERVICES · Investment advisory (participants)$58,764
INTEGRITY OUTSOURCE, LLC · Plan administrator$34,656
SLAVIC MUTUAL FUND MANAGEMENT CORP · Investment management$16,729

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Slavic401k
2023Slavic401k

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Administrative cost history3
2024Not separately reported
2023$170,171 · 1.48%
2022$71,106 · 0.62%
Similar plansProfessional & Technical Services · Arizona
Ingram & Co., Inc. AZ$13.4M · 0.72%
Computer Guidance AZ$13.3M · 0.48%
Infoarmor, Inc. AZ$12.4M · 0.65%
Statistical Research, Inc. AZ$12.3M · 0.02%
Ev Group Incorporated AZ$12.1M · 0.48%
Intra Edge, Inc. AZ$11.7M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 451342107 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.