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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALIFIED PLA CONSULTANTS, INC Service code 12 · EIN 48-1205033 | Recordkeeping fees; Float revenue; Di... | $12,350 |
PEOPLES BANK1 year Service code 12 · EIN 31-1278433 | Recordkeeping fees; Claims processing... | $10,163 |
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 | $25,660 | $58,895-56.4% | $178,503-85.6% | $73,497-65.1% |
| Participation rate | 85.8% | 66.2%+19.6pp | 81.9%+3.9pp | 70.7%+15.1pp |
| Annual return | 14.21% | 24.86%-10.6pp | 151.12%-136.9pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,221 | $2,236-45.4% | $5,011-75.6% | $2,270-46.2% |
| Participant deferral / active EE | $1,736 | $2,567-32.4% | $5,202-66.6% | $3,740-53.6% |
| Admin fee / account holder | $124 | $400-69.0% | $13,987-99.1% | $513-75.8% |