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| Provider | Service type | Compensation |
|---|---|---|
CIC WEALTH LLLC1 year Filed as: CIC WEALTH, LLC Service code 26 · EIN 82-2881062 1101 WOOTTON PARKWAY · ROCKVILLE, MD 20852 | Advisory (Participants) | $7,003 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,542 | $77,660-45.2% | $109,143-61.0% | $79,386-46.4% |
| Participation rate | 45.1% | 67.8%-22.7pp | 75.9%-30.8pp | 70.7%-25.6pp |
| Annual return | 12.41% | 23.44%-11.0pp | 25.75%-13.3pp | 116.85%-104.4pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $933 | $3,518-73.5% | $4,653-79.9% | $4,046-76.9% |
| Admin fee / account holder | $169 | $732-77.0% | $6,752-97.5% | $626-73.1% |