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 | $77,601 |
Service code 60 | Sub-TA Fees | $0 |
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 | $13,697 | $37,196-63.2% | $154,111-91.1% | $55,725-75.4% |
| Participation rate | 95.0% | 64.1%+30.9pp | 83.0%+11.9pp | 70.9%+24.1pp |
| Annual return | 6.56% | 1319.68%-1313.1pp | 735.18%-728.6pp | 244.93%-238.4pp |
| Employer contribution / active EE | $1,419 | $1,614-12.1% | $5,298-73.2% | $2,078-31.7% |
| Participant deferral / active EE | $2,012 | $2,068-2.7% | $5,081-60.4% | $3,356-40.0% |
| Admin fee / account holder | $134 | $102+31.5% | $13,411-99.0% | $115+16.0% |