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| Provider | Service type | Compensation |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.3+ years Filed as: CDM RETIREMENT CONSULTANTS, INC Service code 10 · EIN 52-2136664 300 EAST JOPPA RD., STE 601 · TOWSON, MD 21286 | Accounting | $12,856 |
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.
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 | $6,586 | $58,726-88.8% | $92,240-92.9% | $62,293-89.4% |
| Participation rate | 31.3% | 68.3%-37.0pp | 76.5%-45.2pp | 69.5%-38.2pp |
| Annual return | 16.55% | 43.62%-27.1pp | 176.29%-159.7pp | 28.90%-12.3pp |
| Employer contribution / active EE | $281 | $2,392-88.2% | $3,680-92.4% | $2,042-86.2% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $112 | $556-79.9% | $5,194-97.8% | $479-76.7% |