Filed October 17, 2018
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| Provider | Service type | Compensation |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.3 years Service code 15 · EIN 52-2136664 300 E. JOPPA RD · TOWSON, MD 21286 | Recordkeeping | $20,182 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,581 | $98,982-63.0% | $162,163-77.4% | $65,185-43.9% |
| Participation rate | 90.4% | 85.8%+4.6pp | 87.6%+2.8pp | 70.2%+20.2pp |
| Annual return | 28.64% | 24.84%+3.8pp | 115.59%-87.0pp | 29.38%-0.7pp |
| Employer contribution / active EE | $1,923 | $3,467-44.5% | $5,614-65.8% | $2,177-11.7% |
| Participant deferral / active EE | $5,570 | $5,384+3.4% | $7,298-23.7% | $3,514+58.5% |
| Admin fee / account holder | $90 | $596-84.9% | $10,843-99.2% | $847-89.4% |