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| Provider | Service type | Compensation |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.1+ years Filed as: CDM RETIREMENT CONSULTANTS Service code 15 · EIN 52-2136664 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Recordkeeping | $1,440 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $376 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,433 | $70,002-18.0% | $115,037-50.1% | $52,331+9.8% |
| Participation rate | 62.4% | 72.1%-9.7pp | 81.4%-18.9pp | 68.1%-5.7pp |
| Annual return | -2.63% | 4.04%-6.7pp | 26.14%-28.8pp | 4.54%-7.2pp |
| Employer contribution / active EE | $647 | $2,715-76.2% | $4,608-86.0% | $1,882-65.6% |
| Participant deferral / active EE | $4,090 | $4,920-16.9% | $6,026-32.1% | $3,022+35.3% |
| Admin fee / account holder | $14 | $566-97.5% | $8,175-99.8% | $592-97.6% |