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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Claims processing; Recordkeeping fees... | $614 |
Filed as: CPI QUALIFIED CONSULTANTS, INC. Service code 12 | Recordkeeping and information managem... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,109 | $80,753+30.2% | $136,298-22.9% | $62,293+68.7% |
| Participation rate | 57.6% | 73.5%-16.0pp | 81.9%-24.4pp | 69.5%-12.0pp |
| Annual return | 16.50% | 35.83%-19.3pp | 5156.27%-5139.8pp | 28.90%-12.4pp |
| Employer contribution / active EE | $2,022 | $2,884-29.9% | $4,696-56.9% | $2,042-1.0% |
| Participant deferral / active EE | $4,901 | $5,164-5.1% | $6,247-21.5% | $3,169+54.7% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |