Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALIFIED PLAN CONSULTANTS Service code 15 · EIN 48-1205033 | Recordkeeping | $10,390 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Service code 26 880 CARILLON PKWY · ST. PETERSBURG, FL 337161102 | Advisory (Participants) | $8,029 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,968 | $99,168-74.8% | $96,534-74.1% | $74,460-66.5% |
| Participation rate | 47.2% | 80.7%-33.5pp | 76.0%-28.8pp | 70.7%-23.6pp |
| Annual return | 24.43% | 22.40%+2.0pp | 25.88%-1.4pp | 34.38%-9.9pp |
| Employer contribution / active EE | $1,336 | $2,570-48.0% | $2,965-55.0% | $2,638-49.4% |
| Participant deferral / active EE | $2,547 | $4,936-48.4% | $4,851-47.5% | $4,530-43.8% |
| Admin fee / account holder | $155 | $225-31.2% | $8,253-98.1% | $348-55.6% |