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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALIFIED PLAN CONSULTANTS,INC. Service code 15 · EIN 48-1205033 | Recordkeeping | $9,103 |
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 | $18,588 | $44,473-58.2% | $76,518-75.7% | $55,725-66.6% |
| Participation rate | 44.0% | 51.0%-7.0pp | 68.0%-24.0pp | 70.9%-26.8pp |
| Annual return | -6.22% | -2.01%-4.2pp | -0.27%-5.9pp | 244.93%-251.1pp |
| Employer contribution / active EE | $814 | $1,101-26.1% | $2,647-69.3% | $2,078-60.8% |
| Participant deferral / active EE | $1,269 | $1,988-36.2% | $3,836-66.9% | $3,356-62.2% |
| Admin fee / account holder | $49 | $134-63.7% | $4,849-99.0% | $115-57.7% |