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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALIFIED PLAN CONSULTANTS Service code 15 · EIN 48-1205033 | Recordkeeping | $13,504 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,911 | $51,283+30.5% | $95,740-30.1% | $71,511-6.4% |
| Participation rate | 93.5% | 63.1%+30.5pp | 72.3%+21.3pp | 67.9%+25.6pp |
| Annual return | 16.18% | 25.25%-9.1pp | 28.41%-12.2pp | 28.86%-12.7pp |
| Employer contribution / active EE | $4,600 | $1,817+153.1% | $2,836+62.2% | $2,589+77.7% |
| Participant deferral / active EE | $3,918 | $3,365+16.4% | $4,244-7.7% | $4,291-8.7% |
| Admin fee / account holder | $268 | $1,135-76.4% | $5,676-95.3% | $1,588-83.1% |