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 | $61,264 |
Filed as: PRINCIPAL LIFE INSURANCE COPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $34,273 |
Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 13 · EIN 25-1802421 | Contract Administrator | $9,463 |
Service code 60 | Sub-TA Fees | $0 |
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 | $15,322 | $62,928-75.7% | $172,755-91.1% | $67,579-77.3% |
| Participation rate | 96.0% | 64.5%+31.5pp | 82.6%+13.3pp | 71.3%+24.7pp |
| Annual return | 6.56% | 30.36%-23.8pp | 802.94%-796.4pp | 378.56%-372.0pp |
| Employer contribution / active EE | $1,625 | $1,636-0.7% | $5,144-68.4% | $2,148-24.3% |
| Participant deferral / active EE | $2,397 | $2,145+11.7% | $5,198-53.9% | $3,539-32.3% |
| Admin fee / account holder | $183 | $167+9.6% | $13,955-98.7% | $142+28.3% |