Filed January 4, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $5,577 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,972 | $64,705+14.3% | $62,929+17.5% | $67,986+8.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 73.1%+26.9pp | 57.2%+42.8pp |
| Annual return | 12.15% | 20.31%-8.2pp | 1063.93%-1051.8pp | 31.67%-19.5pp |
| Employer contribution / active EE | $3,875 | $2,376+63.1% | $2,505+54.7% | $2,019+91.9% |
| Participant deferral / active EE | $4,978 | $3,198+55.7% | $3,888+28.0% | $3,358+48.2% |
| Admin fee / account holder | $29 | $1,428-98.0% | $5,065-99.4% | $3,203-99.1% |