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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALIFIED PLAN CONSULTANTS, IN Service code 15 · EIN 48-1205033 | Recordkeeping | $18,352 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $11,296 | $71,666-84.2% | $117,861-90.4% | $69,631-83.8% |
| Participation rate | 58.3% | 77.5%-19.2pp | 79.7%-21.3pp | 70.7%-12.4pp |
| Annual return | 15.67% | 18.86%-3.2pp | 335.11%-319.4pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $0 | $1,889-100.0% | $3,786-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,571 | $3,340-23.0% | $4,482-42.6% | $3,224-20.2% |
| Admin fee / account holder | $57 | $120-52.3% | $8,021-99.3% | $110-48.1% |