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| Provider | Service type | Compensation |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.2+ years Service code 50 · EIN 52-2136664 300 EAST JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Direct Payment | $1,541 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-3180817 1400 MERRILL LYNCH DRIVE · PENNINGTON, NJ 08534 | Advisory (Participants) | $500 |
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 | $61,200 | $57,976+5.6% | $63,018-2.9% | $62,293-1.8% |
| Participation rate | 67.0% | 75.9%-8.9pp | 74.8%-7.8pp | 69.5%-2.5pp |
| Annual return | 8.83% | 17.54%-8.7pp | 87.62%-78.8pp | 28.90%-20.1pp |
| Employer contribution / active EE | $1,647 | $2,415-31.8% | $2,761-40.3% | $2,042-19.3% |
| Participant deferral / active EE | $3,381 | $2,956+14.4% | $3,330+1.5% | $3,169+6.7% |
| Admin fee / account holder | $11 | $276-95.9% | $3,601-99.7% | $479-97.6% |