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| Provider | Service type | Compensation |
|---|---|---|
CMC ADVISORS, INC.1+ years Filed as: CMC ADVISORS, INC Service code 27 75 BROAD STREET, SUITE 310 · NEW YORK, NY 10004 | Advisory (Plan) | $12,896 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,911 | $88,324-85.4% | $115,038-88.8% | $55,191-76.6% |
| Participation rate | 53.5% | 72.5%-19.0pp | 81.4%-27.8pp | 69.2%-15.6pp |
| Annual return | 5.23% | 6.30%-1.1pp | 26.14%-20.9pp | 10.78%-5.5pp |
| Employer contribution / active EE | $1,470 | $2,805-47.6% | $4,608-68.1% | $1,899-22.6% |
| Participant deferral / active EE | $2,702 | $5,042-46.4% | $6,026-55.2% | $3,046-11.3% |
| Admin fee / account holder | $42 | $105-59.8% | $8,175-99.5% | $91-53.4% |