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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 | $55,470+23.5% | $155,556-56.0% | $74,478-8.0% |
| Participation rate | 93.5% | 61.9%+31.6pp | 78.2%+15.3pp | 67.2%+26.3pp |
| Annual return | 17.95% | 269.80%-251.9pp | 64.84%-46.9pp | 1370.56%-1352.6pp |
| Employer contribution / active EE | $2,185 | $2,267-3.6% | $4,675-53.3% | $2,626-16.8% |
| Participant deferral / active EE | $2,698 | $2,838-4.9% | $5,631-52.1% | $4,350-38.0% |
| Admin fee / account holder | $275 | $1,744-84.2% | $15,885-98.3% | $1,946-85.9% |