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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALIFIED PLAN CONSULTANTS,INC. Service code 15 · EIN 48-1205033 | Recordkeeping | $10,877 |
Service code 60 | Sub-TA Fees | $0 |
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 | $18,992 | $31,424-39.6% | $81,473-76.7% | $69,631-72.7% |
| Participation rate | 53.0% | 50.8%+2.1pp | 68.0%-15.0pp | 70.7%-17.7pp |
| Annual return | 19.06% | 22.44%-3.4pp | 38.78%-19.7pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $669 | $1,029-35.0% | $2,568-73.9% | $2,032-67.1% |
| Participant deferral / active EE | $1,010 | $1,838-45.1% | $3,537-71.5% | $3,224-68.7% |
| Admin fee / account holder | $65 | $103-36.5% | $4,561-98.6% | $110-41.0% |