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| Provider | Service type | Compensation |
|---|---|---|
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $29,390 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,236 | $50,919-26.9% | $155,556-76.1% | $77,762-52.1% |
| Participation rate | 75.3% | 63.1%+12.2pp | 78.2%-3.0pp | 70.6%+4.7pp |
| Annual return | 15.18% | 34.84%-19.7pp | 64.84%-49.7pp | 31.27%-16.1pp |
| Employer contribution / active EE | $1,539 | $1,991-22.7% | $4,675-67.1% | $2,728-43.6% |
| Participant deferral / active EE | $2,225 | $2,824-21.2% | $5,631-60.5% | $4,651-52.2% |
| Admin fee / account holder | $88 | $437-79.8% | $15,885-99.4% | $433-79.6% |