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| Provider | Service type | Compensation |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.4+ years Filed as: CDM RETIREMENT CONSULTANTS, INC Service code 10 · EIN 52-2136664 300 EAST JOPPA RD., STE 601 · TOWSON, MD 21286 | Accounting | $6,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $7,379 | $55,449-86.7% | $83,831-91.2% | $56,289-86.9% |
| Participation rate | 55.8% | 68.0%-12.3pp | 76.1%-20.4pp | 69.9%-14.1pp |
| Annual return | -8.32% | -1.38%-6.9pp | 850.99%-859.3pp | -9.96%+1.6pp |
| Employer contribution / active EE | $2,602 | $2,430+7.1% | $3,631-28.3% | $2,111+23.2% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $51 | $656-92.2% | $5,479-99.1% | $521-90.2% |