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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 662103666 | Advisory (Plan) | $36,139 |
Filed as: CPI QUALFIIED PLAN CONSULTANTS, INC Service code 15 · EIN 48-1205033 | Recordkeeping | $19,267 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,946 | $64,890+41.7% | $134,172-31.5% | $67,986+35.2% |
| Participation rate | 87.7% | 48.5%+39.2pp | 72.5%+15.3pp | 57.2%+30.5pp |
| Annual return | 10.57% | 16.12%-5.6pp | 25.30%-14.7pp | 31.67%-21.1pp |
| Employer contribution / active EE | $2,692 | $1,360+98.0% | $3,420-21.3% | $2,019+33.4% |
| Participant deferral / active EE | $3,399 | $2,289+48.5% | $4,690-27.5% | $3,358+1.2% |
| Admin fee / account holder | $332 | $3,140-89.4% | $12,016-97.2% | $3,203-89.6% |