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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALIFIED PLAN CONSULTANTS Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Sub-transfer agency fees; Recordkeepi... | $3,450 |
Service code 12 | Recordkeeping fees; Participant loan ... | $3,441 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $6,356 | $39,859-84.1% | $78,676-91.9% | $57,658-89.0% |
| Participation rate | 68.4% | 66.1%+2.3pp | 73.6%-5.1pp | 70.2%-1.8pp |
| Annual return | 9.09% | 18.96%-9.9pp | 62.19%-53.1pp | 5.13%+4.0pp |
| Employer contribution / active EE | $603 | $1,786-66.2% | $2,850-78.8% | $1,974-69.4% |
| Participant deferral / active EE | $549 | $2,248-75.6% | $3,517-84.4% | $3,061-82.1% |
| Admin fee / account holder | $5 | $76-93.1% | $4,510-99.9% | $95-94.4% |