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| Provider | Service type | Compensation |
|---|---|---|
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $24,576 |
CETERA ADVISOR NETWORKS LLC7 years Service code 27 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Advisory (Plan) | $22,953 |
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.
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 | $36,443 | $62,686-41.9% | $178,505-79.6% | $77,762-53.1% |
| Participation rate | 27.5% | 66.9%-39.4pp | 77.1%-49.6pp | 70.6%-43.1pp |
| Annual return | 16.88% | 16.16%+0.7pp | 27.16%-10.3pp | 31.27%-14.4pp |
| Employer contribution / active EE | $668 | $1,914-65.1% | $3,955-83.1% | $2,728-75.5% |
| Participant deferral / active EE | $1,235 | $4,224-70.8% | $6,280-80.3% | $4,651-73.4% |
| Admin fee / account holder | $186 | $386-51.8% | $10,428-98.2% | $433-57.1% |