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| Provider | Service type | Compensation |
|---|---|---|
MPR1+ years Service code 27 4600 SOUTH ULSTER STREET, SUITE 380 · DENVER, CO 80237 | Advisory (Plan) | $13,936 |
Service code 12 | Claims processing; Recordkeeping and ... | $1,615 |
Filed as: CPI QUALIFED PLAN CONSULTANTS, INC. Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping and information managem... | $1,580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,317 | $39,458-38.4% | $60,547-59.8% | $55,191-55.9% |
| Participation rate | 35.5% | 59.6%-24.1pp | 68.0%-32.5pp | 69.2%-33.7pp |
| Annual return | -1.04% | 3.35%-4.4pp | 335.64%-336.7pp | 10.78%-11.8pp |
| Employer contribution / active EE | $352 | $1,210-70.9% | $2,419-85.4% | $1,899-81.4% |
| Participant deferral / active EE | $889 | $2,140-58.5% | $3,328-73.3% | $3,046-70.8% |
| Admin fee / account holder | $32 | $95-66.9% | $4,536-99.3% | $91-65.3% |