Filed June 18, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $52,936 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,047 | $55,694-89.1% | $81,820-92.6% | $199,921-97.0% |
| Participation rate | 78.3% | 62.7%+15.7pp | 72.4%+6.0pp | 72.0%+6.3pp |
| Annual return | 29.24% | 19.59%+9.7pp | 777.93%-748.7pp | 34.28%-5.0pp |
| Employer contribution / active EE | $0 | $2,114-100.0% | $2,915-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $595 | $3,299-82.0% | $4,323-86.2% | $5,089-88.3% |
| Admin fee / account holder | $21 | $348-93.9% | $7,391-99.7% | $269-92.1% |