Filed December 30, 2024
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| Provider | Service type | Compensation |
|---|---|---|
CMC ADVISORS, INC.3+ years Service code 27 · EIN 13-4187117 | Advisory (Plan) | $41,781 |
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 | $67,423 | $155,795-56.7% | $136,297-50.5% | $69,631-3.2% |
| Participation rate | 99.7% | 75.2%+24.4pp | 81.9%+17.7pp | 70.7%+29.0pp |
| Annual return | 25.84% | 232464.33%-232438.5pp | 5156.16%-5130.3pp | 27571.02%-27545.2pp |
| Employer contribution / active EE | $10,692 | $2,991+257.5% | $4,696+127.7% | $2,032+426.1% |
| Participant deferral / active EE | $7,023 | $5,394+30.2% | $6,247+12.4% | $3,224+117.9% |
| Admin fee / account holder | $102 | $128-20.6% | $9,244-98.9% | $110-7.8% |