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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 | $50,860-26.8% | $155,574-76.1% | $77,714-52.1% |
| Participation rate | 75.3% | 63.1%+12.1pp | 78.2%-2.9pp | 70.6%+4.7pp |
| Annual return | 15.18% | 34.86%-19.7pp | 64.87%-49.7pp | 31.26%-16.1pp |
| Employer contribution / active EE | $1,539 | $1,991-22.7% | $4,676-67.1% | $2,727-43.6% |
| Participant deferral / active EE | $2,225 | $2,825-21.2% | $5,629-60.5% | $4,649-52.1% |
| Admin fee / account holder | $88 | $436-79.7% | $15,914-99.4% | $433-79.6% |