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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALIFIED PLAN CONSULTANTS,INC Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Sub-transfer agency fees; Recordkeepi... | $18,884 |
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 | $23,556 | $62,928-62.6% | $172,752-86.4% | $67,579-65.1% |
| Participation rate | 59.4% | 64.5%-5.0pp | 82.6%-23.2pp | 71.3%-11.8pp |
| Annual return | 20.91% | 30.36%-9.4pp | 802.97%-782.1pp | 378.56%-357.6pp |
| Employer contribution / active EE | $1,083 | $1,636-33.8% | $5,144-79.0% | $2,148-49.6% |
| Participant deferral / active EE | $1,427 | $2,145-33.5% | $5,198-72.5% | $3,539-59.7% |
| Admin fee / account holder | $59 | $167-64.6% | $13,955-99.6% | $142-58.5% |