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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALIFIED PLAN CONSULTANTS, IN Service code 15 · EIN 48-1205033 | Recordkeeping | $34,463 |
Service code 60 | Sub-TA Fees | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,436 | $62,267-84.8% | $110,243-91.4% | $55,725-83.1% |
| Participation rate | 73.2% | 78.1%-5.0pp | 79.8%-6.7pp | 70.9%+2.3pp |
| Annual return | -3.06% | -1.07%-2.0pp | 314.76%-317.8pp | 244.93%-248.0pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $3,827-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,946 | $3,516-16.2% | $4,672-36.9% | $3,356-12.2% |
| Admin fee / account holder | $80 | $121-33.9% | $8,548-99.1% | $115-30.6% |