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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALIFIED PLAN CONSUTLANTS, INC Service code 12 · EIN 48-1205033 | Sub-transfer agency fees; Direct paym... | $9,567 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,083 | $54,237-59.3% | $90,300-75.5% | $67,579-67.3% |
| Participation rate | 29.1% | 68.6%-39.5pp | 73.3%-44.1pp | 71.3%-42.2pp |
| Annual return | 24.18% | 37.27%-13.1pp | 78.11%-53.9pp | 378.56%-354.4pp |
| Employer contribution / active EE | $75 | $1,846-95.9% | $2,854-97.4% | $2,148-96.5% |
| Participant deferral / active EE | $935 | $2,625-64.4% | $3,884-75.9% | $3,539-73.6% |
| Admin fee / account holder | $71 | $123-42.1% | $5,353-98.7% | $142-49.8% |