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| Provider | Service type | Compensation |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.3+ years Filed as: CDM RETIREMENT CONSULTANTS Service code 15 · EIN 52-2136664 300 EAST JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Recordkeeping | $13,520 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,162 |
Participant contribution per participant 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.
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 | $8,400 | $48,064-82.5% | $78,778-89.3% | $69,631-87.9% |
| Participation rate | 72.1% | 61.6%+10.5pp | 69.2%+2.9pp | 70.7%+1.4pp |
| Annual return | 17.03% | 21.81%-4.8pp | 35.62%-18.6pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $401 | $744-46.0% | $1,986-79.8% | $2,032-80.3% |
| Participant deferral / active EE | $875 | $2,079-57.9% | $2,958-70.4% | $3,224-72.8% |
| Admin fee / account holder | $27 | $152-82.1% | $5,134-99.5% | $110-75.3% |