Filed March 8, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 12800 N. MERIDIAN ST., SUITE 135 · CARMEL, IN 46032 | Advisory (Plan) | $23,000 |
Filed as: CPI QUALIFIED PLAN CONSULTANTS,INC. Service code 12 1809 24TH STREET, P.O. BOX 1167 · GREAT BEND, KS 67544 | Float revenue; Direct payment from th... | $22,537 |
BKD, LLP2+ years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $9,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,513 | $36,916-14.6% | $156,551-79.9% | $57,658-45.3% |
| Participation rate | 36.1% | 63.4%-27.4pp | 84.0%-47.9pp | 70.2%-34.2pp |
| Annual return | 7.72% | 12.38%-4.7pp | 32.23%-24.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $558 | $1,571-64.5% | $5,501-89.9% | $1,974-71.7% |
| Participant deferral / active EE | $740 | $1,926-61.6% | $4,871-84.8% | $3,061-75.8% |
| Admin fee / account holder | $159 | $82+92.2% | $13,028-98.8% | $95+67.8% |