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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALIFIED PLAN CONSULTANTS Service code 12 · EIN 48-1205033 | Recordkeeping and information managem... | $6,365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,696 | $55,453-62.7% | $170,435-87.9% | $62,293-66.8% |
| Participation rate | 53.3% | 66.4%-13.1pp | 83.6%-30.3pp | 69.5%-16.2pp |
| Annual return | 16.96% | 21.38%-4.4pp | 205.94%-189.0pp | 28.90%-11.9pp |
| Employer contribution / active EE | $881 | $2,164-59.3% | $5,432-83.8% | $2,042-56.9% |
| Participant deferral / active EE | $818 | $2,303-64.5% | $4,939-83.4% | $3,169-74.2% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |