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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALIFIEE PLAN CONSULTANTS, INC Service code 15 · EIN 48-1205033 | Recordkeeping | $4,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,475 | $84,236-50.8% | $170,435-75.7% | $70,126-40.9% |
| Participation rate | 46.6% | 70.8%-24.2pp | 83.6%-37.0pp | 69.5%-22.9pp |
| Annual return | 10.52% | 23.06%-12.5pp | 205.94%-195.4pp | 73.15%-62.6pp |
| Employer contribution / active EE | $2,327 | $3,387-31.3% | $5,432-57.2% | $2,343-0.7% |
| Participant deferral / active EE | $2,989 | $3,086-3.1% | $4,939-39.5% | $3,332-10.3% |
| Admin fee / account holder | $67 | $5,698-98.8% | $13,881-99.5% | $4,645-98.6% |