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| Provider | Service type | Compensation |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.1+ years Service code 50 · EIN 52-2136664 300 EAST JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Direct Payment | $1,175 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-3180817 1400 MERRILL LYNCH DRIVE · PENNINGTON, NJ 08534 | Advisory (Participants) | $800 |
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.
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 | $69,403 | $52,467+32.3% | $57,196+21.3% | $55,167+25.8% |
| Participation rate | 60.8% | 75.8%-15.0pp | 75.3%-14.5pp | 69.0%-8.2pp |
| Annual return | 0.67% | 7.72%-7.0pp | 14.59%-13.9pp | 169.23%-168.6pp |
| Employer contribution / active EE | $1,758 | $2,477-29.1% | $2,683-34.5% | $1,963-10.4% |
| Participant deferral / active EE | $3,666 | $2,830+29.5% | $3,096+18.4% | $3,054+20.0% |
| Admin fee / account holder | $12 | $269-95.6% | $3,141-99.6% | $504-97.6% |