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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALIFIED PLAN CONSULTANTS, Service code 15 · EIN 48-1205033 | Recordkeeping | $9,862 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,969 | $52,639-73.5% | $185,117-92.5% | $62,293-77.6% |
| Participation rate | 23.6% | 63.9%-40.2pp | 77.3%-53.7pp | 69.5%-45.9pp |
| Annual return | 0.00% | 19.57%-19.6pp | 40.50%-40.5pp | 28.90%-28.9pp |
| Employer contribution / active EE | $115 | $1,483-92.3% | $4,182-97.3% | $2,042-94.4% |
| Participant deferral / active EE | $1,152 | $3,097-62.8% | $5,045-77.2% | $3,169-63.6% |
| Admin fee / account holder | $183 | $374-51.1% | $8,159-97.8% | $479-61.9% |