Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALIFIED CONSULTANTS, INC. Service code 15 · EIN 48-1205033 | Recordkeeping | $11,089 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $3,596 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $120 |
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 | $50,358 | $60,165-16.3% | $74,184-32.1% | $55,167-8.7% |
| Participation rate | 86.1% | 74.2%+12.0pp | 76.6%+9.5pp | 69.0%+17.1pp |
| Annual return | 5.91% | 10.00%-4.1pp | 17.74%-11.8pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,107 | $1,600-30.8% | $2,370-53.3% | $1,963-43.6% |
| Participant deferral / active EE | $2,704 | $2,973-9.0% | $3,550-23.8% | $3,054-11.5% |
| Admin fee / account holder | $83 | $419-80.3% | $5,586-98.5% | $504-83.6% |