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| Provider | Service type | Compensation |
|---|---|---|
CFM ADVISORS5 years Service code 26 1800 WALT WHITMAN DR · MELVILLE, NY 11747 | Advisory (Participants) | $13,234 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,580 | $60,989-51.5% | $60,874-51.4% | $66,914-55.8% |
| Participation rate | 75.5% | 74.5%+1.1pp | 73.1%+2.4pp | 69.8%+5.7pp |
| Annual return | -18.23% | -9.60%-8.6pp | 16.90%-35.1pp | 1.58%-19.8pp |
| Employer contribution / active EE | $670 | $2,661-74.8% | $2,701-75.2% | $2,544-73.7% |
| Participant deferral / active EE | $2,505 | $3,615-30.7% | $3,817-34.4% | $4,237-40.9% |
| Admin fee / account holder | $185 | $338-45.4% | $3,224-94.3% | $593-68.8% |