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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALIFED PLAN CONSULTANTS,INC. Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Participant loan processing; Recordke... | $14,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,578 | $37,196-47.4% | $154,108-87.3% | $55,725-64.9% |
| Participation rate | 60.6% | 64.1%-3.5pp | 83.0%-22.5pp | 70.9%-10.3pp |
| Annual return | -6.22% | 1319.68%-1325.9pp | 735.21%-741.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $1,034 | $1,614-36.0% | $5,298-80.5% | $2,078-50.3% |
| Participant deferral / active EE | $1,472 | $2,068-28.8% | $5,081-71.0% | $3,356-56.1% |
| Admin fee / account holder | $48 | $102-52.4% | $13,411-99.6% | $115-58.0% |