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| Provider | Service type | Compensation |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.3+ years Service code 15 · EIN 52-2136664 300 EAST JOPPA ROAD, STE 601 · TOWSON, MD 21286 | Recordkeeping | $14,271 |
LPL FINANCIAL1 year Service code 26 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Participants) | $6,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,894 | $48,064-52.4% | $78,778-70.9% | $69,631-67.1% |
| Participation rate | 17.3% | 61.6%-44.3pp | 69.2%-51.9pp | 70.7%-53.4pp |
| Annual return | 16.45% | 21.81%-5.4pp | 35.62%-19.2pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $301 | $744-59.6% | $1,986-84.9% | $2,032-85.2% |
| Participant deferral / active EE | $490 | $2,079-76.5% | $2,958-83.5% | $3,224-84.8% |
| Admin fee / account holder | $89 | $152-41.3% | $5,134-98.3% | $110-19.2% |