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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALIFIED PLAN CONSULTANTS Service code 15 · EIN 48-1205033 | Recordkeeping | $13,566 |
Filed as: ECONOMIC GROUP PENSION SERVICES, LL Service code 49 · EIN 86-2963468 | Other Services | $1,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,833 | $59,006+15.0% | $97,295-30.3% | $74,478-8.9% |
| Participation rate | 98.5% | 63.7%+34.8pp | 72.7%+25.8pp | 67.2%+31.2pp |
| Annual return | 23.87% | 16.04%+7.8pp | 75.62%-51.7pp | 1370.56%-1346.7pp |
| Employer contribution / active EE | $2,496 | $1,894+31.8% | $2,723-8.3% | $2,626-5.0% |
| Participant deferral / active EE | $3,846 | $3,671+4.8% | $4,264-9.8% | $4,350-11.6% |
| Admin fee / account holder | $301 | $1,974-84.8% | $5,646-94.7% | $1,946-84.6% |