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| Provider | Service type | Compensation |
|---|---|---|
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $11,579 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,286 | $50,820-7.0% | $155,567-69.6% | $77,671-39.1% |
| Participation rate | 59.8% | 63.1%-3.3pp | 78.2%-18.4pp | 70.6%-10.7pp |
| Annual return | 14.05% | 34.85%-20.8pp | 64.74%-50.7pp | 31.21%-17.2pp |
| Employer contribution / active EE | $915 | $1,993-54.1% | $4,674-80.4% | $2,726-66.5% |
| Participant deferral / active EE | $1,865 | $2,823-33.9% | $5,628-66.9% | $4,648-59.9% |
| Admin fee / account holder | $62 | $436-85.9% | $15,916-99.6% | $430-85.7% |