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| Provider | Service type | Compensation |
|---|---|---|
CMC ADVISORS, INC.2 years Service code 27 · EIN 13-4187117 | Advisory (Plan) | $10,770 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,602 | $58,888-68.4% | $178,498-89.6% | $73,493-74.7% |
| Participation rate | 49.5% | 66.2%-16.7pp | 81.9%-32.4pp | 70.7%-21.1pp |
| Annual return | 10.93% | 24.86%-13.9pp | 151.09%-140.2pp | 28.51%-17.6pp |
| Employer contribution / active EE | $227 | $2,236-89.9% | $5,011-95.5% | $2,270-90.0% |
| Participant deferral / active EE | $1,158 | $2,568-54.9% | $5,202-77.7% | $3,740-69.0% |
| Admin fee / account holder | $49 | $400-87.7% | $13,985-99.6% | $513-90.4% |