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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALIFIED PLAN CONSULTANTS Service code 15 · EIN 48-1205033 | Recordkeeping | $7,532 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Service code 26 880 CARILLON PKWY · ST. PETERSBURG, FL 337161102 | Advisory (Participants) | $6,991 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,918 | $65,437-77.2% | $86,698-82.8% | $66,949-77.7% |
| Participation rate | 54.1% | 75.5%-21.4pp | 76.6%-22.5pp | 69.8%-15.7pp |
| Annual return | -15.02% | -10.91%-4.1pp | 35.96%-51.0pp | 1.57%-16.6pp |
| Employer contribution / active EE | $1,265 | $2,154-41.2% | $2,837-55.4% | $2,545-50.3% |
| Participant deferral / active EE | $2,459 | $4,102-40.1% | $4,656-47.2% | $4,239-42.0% |
| Admin fee / account holder | $111 | $642-82.7% | $7,492-98.5% | $594-81.3% |