Scale of assets CPI administers approximately $14 billion in plan assets and serves nearly 8,700 retirement plan customers, indicating a sizeable book of business and potential cross-sell opportunities within mid to large market segments.

Service breadth Full service administration and recordkeeping across a wide range of qualified plans including 401(k), profit sharing, defined benefit, 403(b), and 457(b) positions CPI well positioned to propose integrated retirement program solutions to diverse employer types.

Strong backing Partnership with CUNA Mutual Group enhances credibility and financial backing, enabling co-sell or bundled offerings with insurance and financial services to attract existing CPI clients and prospects seeking comprehensive retirement planning support.

Geographic reach Divisional sales offices nationwide enable targeted outreach to employers and financial advisors, presenting opportunities to expand adoption in regions with limited competition or high retirement-plan activity.

Growth indicators Revenue range of $100M-$250M positions CPI as a mid-market retirement services provider, suggesting room to upsell higher-value services such as advanced analytics, customized reporting, or expanded compliance and tax‑advantaged strategies to existing customers.