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| Provider | Service type | Compensation |
|---|---|---|
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $11,039 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $403,330 | $50,820+693.6% | $155,567+159.3% | $77,671+419.3% |
| Participation rate | 38.3% | 63.1%-24.8pp | 78.2%-39.9pp | 70.6%-32.3pp |
| Annual return | 13.46% | 34.85%-21.4pp | 64.74%-51.3pp | 31.21%-17.8pp |
| Employer contribution / active EE | $6,877 | $1,993+245.1% | $4,674+47.1% | $2,726+152.2% |
| Participant deferral / active EE | $4,770 | $2,823+69.0% | $5,628-15.2% | $4,648+2.6% |
| Admin fee / account holder | $77 | $436-82.3% | $15,916-99.5% | $430-82.1% |