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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALIFIED PLAN CONSULTANTS, Service code 15 · EIN 48-1205033 | Recordkeeping | $9,793 |
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 | $12,728 | $56,484-77.5% | $169,452-92.5% | $64,173-80.2% |
| Participation rate | 29.5% | 64.5%-35.1pp | 77.8%-48.3pp | 69.6%-40.1pp |
| Annual return | -7.35% | -1.55%-5.8pp | 1.83%-9.2pp | 7.63%-15.0pp |
| Employer contribution / active EE | $285 | $1,832-84.4% | $4,157-93.1% | $2,381-88.0% |
| Participant deferral / active EE | $1,418 | $3,448-58.9% | $5,277-73.1% | $3,470-59.1% |
| Admin fee / account holder | $172 | $4,174-95.9% | $9,110-98.1% | $4,887-96.5% |