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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,972 | $67,984+8.8% | $65,493+12.9% | $74,304-0.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 12.15% | 19.87%-7.7pp | 982.45%-970.3pp | 29.43%-17.3pp |
| Employer contribution / active EE | $3,875 | $2,491+55.5% | $2,574+50.5% | $2,241+72.9% |
| Participant deferral / active EE | $4,978 | $3,346+48.8% | $3,961+25.7% | $3,767+32.1% |
| Admin fee / account holder | $29 | $1,373-97.9% | $5,028-99.4% | $2,969-99.0% |