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| Provider | Service type | Compensation |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.1+ years Filed as: CDM RETIREMENT CONSULTANTS, INC Service code 10 · EIN 52-2136664 300 EAST JOPPA RD., STE 601 · TOWSON, MD 21286 | Accounting | $6,550 |
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.
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 | $4,917 | $50,464-90.3% | $75,784-93.5% | $52,331-90.6% |
| Participation rate | 32.4% | 66.8%-34.4pp | 75.8%-43.4pp | 68.1%-35.7pp |
| Annual return | -0.89% | 1.03%-1.9pp | 9.68%-10.6pp | 4.54%-5.4pp |
| Employer contribution / active EE | $734 | $1,988-63.1% | $3,323-77.9% | $1,882-61.0% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $31 | $1,103-97.1% | $5,300-99.4% | $592-94.7% |