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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CPI QUALIFIED PLAN CONSULTANTS Service code 27 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Advisory (Plan) | $11,171 |
USI CONSULTING GROUP3+ years Filed as: KIBBLE AND PRENTICE Service code 27 601 UNION ST, SUITE 1000 · SEATTLE, WA 98101 | Advisory (Plan) | $9,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,097 | $35,183-57.1% | $73,545-79.5% | $70,131-78.5% |
| Participation rate | 57.8% | 42.9%+14.8pp | 54.9%+2.8pp | 69.5%-11.8pp |
| Annual return | -54.69% | 26.90%-81.6pp | -15.16%-39.5pp | 73.14%-127.8pp |
| Employer contribution / active EE | $123 | $709-82.6% | $1,219-89.9% | $2,342-94.7% |
| Participant deferral / active EE | $1,485 | $1,220+21.8% | $1,806-17.8% | $3,332-55.4% |
| Admin fee / account holder | $297 | $2,302-87.1% | $2,320-87.2% | $4,645-93.6% |