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| Provider | Service type | Compensation |
|---|---|---|
CFM ADVISORS1 year Filed as: CFM ADVISORS, INC Service code 27 · EIN 11-3237905 | Advisory (Plan) | $52,108 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $142,953-100.0% | $139,743-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 35.1%-35.1pp | 22.6%-22.6pp | 45.6%-45.6pp |
| Annual return | 6.42% | 4.04%+2.4pp | 4.96%+1.5pp | 4.16%+2.3pp |
| Employer contribution / active EE | $230,000 | $35,442+548.9% | $29,749+673.1% | $42,918+435.9% |
| Participant deferral / active EE | $0 | $26-100.0% | $26-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $3,549-100.0% | $3,369-100.0% | $21,465-100.0% |