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| Provider | Service type | Compensation |
|---|---|---|
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $44,735 |
ADP BROKER-DEALER8 years Filed as: PENSION CONSULTANTS INC. Service code 27 300 S. CAMPBELL AVE. · SPRINGFIELD, MO 658062050 | Advisory (Plan) | $38,066 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,508 | $55,472+23.5% | $155,567-56.0% | $74,546-8.1% |
| Participation rate | 93.5% | 61.9%+31.6pp | 78.2%+15.3pp | 67.2%+26.3pp |
| Annual return | 17.95% | 268.72%-250.8pp | 64.74%-46.8pp | 1366.03%-1348.1pp |
| Employer contribution / active EE | $2,185 | $2,269-3.7% | $4,674-53.3% | $2,624-16.8% |
| Participant deferral / active EE | $2,698 | $2,838-4.9% | $5,628-52.1% | $4,347-37.9% |
| Admin fee / account holder | $275 | $1,743-84.2% | $15,916-98.3% | $1,944-85.8% |