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| Provider | Service type | Compensation |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.2+ years Filed as: CDM RETIREMENT CONSULTANTS, INC Service code 10 · EIN 52-2136664 300 EAST JOPPA RD., STE 601 · TOWSON, MD 21286 | Accounting | $9,764 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,593 | $52,884-93.2% | $84,753-95.8% | $55,167-93.5% |
| Participation rate | 35.1% | 67.5%-32.4pp | 76.6%-41.5pp | 69.0%-33.9pp |
| Annual return | 1.79% | 18.03%-16.2pp | 22.78%-21.0pp | 169.23%-167.4pp |
| Employer contribution / active EE | $348 | $2,233-84.4% | $3,574-90.3% | $1,963-82.3% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $52 | $581-91.0% | $5,333-99.0% | $504-89.6% |