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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALFIED PLAN CONSULTING, INC. Service code 12 · EIN 48-1205033 | Recordkeeping and information managem... | $13,901 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,033 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,909 | $65,378-26.7% | $87,103-45.0% | $65,186-26.5% |
| Participation rate | 86.6% | 75.3%+11.3pp | 76.9%+9.7pp | 70.2%+16.4pp |
| Annual return | 29.61% | 31.28%-1.7pp | 28.19%+1.4pp | 29.39%+0.2pp |
| Employer contribution / active EE | $1,816 | $1,823-0.3% | $2,521-28.0% | $2,177-16.6% |
| Participant deferral / active EE | $4,228 | $3,389+24.8% | $4,049+4.4% | $3,514+20.3% |
| Admin fee / account holder | $84 | $520-83.9% | $7,491-98.9% | $847-90.1% |