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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALIFIED PLAN COSULTANTS, INC Service code 15 · EIN 48-1205033 | Recordkeeping | $11,372 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $47,875 | $55,437-13.6% | $155,534-69.2% | $74,459-35.7% |
| Participation rate | 44.5% | 61.9%-17.4pp | 78.2%-33.7pp | 67.2%-22.7pp |
| Annual return | 11.95% | 269.58%-257.6pp | 64.92%-53.0pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $687 | $2,266-69.7% | $4,675-85.3% | $2,626-73.8% |
| Participant deferral / active EE | $1,250 | $2,837-56.0% | $5,630-77.8% | $4,350-71.3% |
| Admin fee / account holder | $124 | $1,742-92.9% | $15,900-99.2% | $1,945-93.6% |