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 | $66,739 |
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.
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 | $12,429 | $46,173-73.1% | $170,435-92.7% | $69,631-82.2% |
| Participation rate | 93.8% | 63.9%+29.9pp | 83.6%+10.2pp | 70.7%+23.1pp |
| Annual return | 11.62% | 21.62%-10.0pp | 205.94%-194.3pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $1,507 | $1,610-6.4% | $5,432-72.3% | $2,032-25.9% |
| Participant deferral / active EE | $2,020 | $2,080-2.9% | $4,939-59.1% | $3,224-37.3% |
| Admin fee / account holder | $127 | $116+9.4% | $13,881-99.1% | $110+14.9% |