Filed February 23, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALIFIED PLAN CONSULTANTS Service code 15 · EIN 48-1205033 | Recordkeeping | $46,262 |
Annual investment return 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 | $9,458 | $36,916-74.4% | $156,551-94.0% | $57,658-83.6% |
| Participation rate | 93.3% | 63.4%+29.9pp | 84.0%+9.3pp | 70.2%+23.1pp |
| Annual return | 1.71% | 12.38%-10.7pp | 32.23%-30.5pp | 5.13%-3.4pp |
| Employer contribution / active EE | $1,210 | $1,571-22.9% | $5,501-78.0% | $1,974-38.7% |
| Participant deferral / active EE | $1,543 | $1,926-19.9% | $4,871-68.3% | $3,061-49.6% |
| Admin fee / account holder | $87 | $82+5.4% | $13,028-99.3% | $95-8.0% |