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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,047 | $55,331-89.1% | $81,812-92.6% | $199,593-97.0% |
| Participation rate | 78.3% | 62.5%+15.8pp | 72.3%+6.0pp | 72.0%+6.4pp |
| Annual return | 29.24% | 19.59%+9.6pp | 773.79%-744.5pp | 34.25%-5.0pp |
| Employer contribution / active EE | $0 | $2,101-100.0% | $2,912-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $595 | $3,283-81.9% | $4,319-86.2% | $5,087-88.3% |
| Admin fee / account holder | $21 | $346-93.9% | $7,386-99.7% | $269-92.1% |