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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,824 |
CDM RETIREMENT CONSULTANTS, INC.3+ years Service code 50 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Direct Payment | $752 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,229 | $55,002+9.5% | $59,899+0.6% | $56,289+7.0% |
| Participation rate | 52.2% | 75.9%-23.7pp | 74.7%-22.5pp | 69.9%-17.7pp |
| Annual return | 6.69% | 1.13%+5.6pp | 3.46%+3.2pp | -9.96%+16.7pp |
| Employer contribution / active EE | $1,380 | $2,448-43.6% | $2,723-49.3% | $2,111-34.6% |
| Participant deferral / active EE | $2,805 | $3,121-10.1% | $3,402-17.6% | $3,350-16.3% |
| Admin fee / account holder | $34 | $236-85.7% | $3,592-99.1% | $521-93.5% |