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 | $67,594+9.4% | $77,361-4.4% | $69,733+6.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 12.15% | 19.20%-7.1pp | 1011.54%-999.4pp | 15.22%-3.1pp |
| Employer contribution / active EE | $3,875 | $2,649+46.3% | $2,990+29.6% | $2,250+72.2% |
| Participant deferral / active EE | $4,978 | $3,401+46.4% | $3,911+27.3% | $3,054+63.0% |
| Admin fee / account holder | $29 | $1,159-97.5% | $5,894-99.5% | $3,102-99.1% |