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| Provider | Service type | Compensation |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.2+ years Filed as: CDM RETIREMENT CONSULTANTS Service code 15 · EIN 52-2136664 300 EAST JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Recordkeeping | $12,239 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,692 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,774 | $37,044-79.0% | $71,796-89.2% | $57,658-86.5% |
| Participation rate | 67.5% | 61.1%+6.4pp | 69.1%-1.6pp | 70.2%-2.7pp |
| Annual return | 7.60% | 12.64%-5.0pp | 78.04%-70.4pp | 5.13%+2.5pp |
| Employer contribution / active EE | $389 | $720-46.0% | $1,924-79.8% | $1,974-80.3% |
| Participant deferral / active EE | $876 | $1,974-55.6% | $2,794-68.6% | $3,061-71.4% |
| Admin fee / account holder | $26 | $101-73.8% | $4,815-99.4% | $95-72.0% |