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| Provider | Service type | Compensation |
|---|---|---|
CMC ADVISORS, INC.1 year Service code 27 · EIN 13-4187117 | Advisory (Plan) | $34,733 |
CMC INTERACTIVE, LLC6 years Service code 15 · EIN 13-4180091 | Recordkeeping | $6,719 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,259 | $101,591-19.0% | $147,096-44.1% | $74,429+10.5% |
| Participation rate | 83.3% | 75.5%+7.7pp | 82.2%+1.1pp | 67.2%+16.0pp |
| Annual return | 18.40% | 8746.45%-8728.1pp | 419.75%-401.4pp | 1368.38%-1350.0pp |
| Employer contribution / active EE | $1,514 | $3,813-60.3% | $4,936-69.3% | $2,625-42.3% |
| Participant deferral / active EE | $9,991 | $7,302+36.8% | $8,071+23.8% | $4,348+129.8% |
| Admin fee / account holder | $135 | $1,750-92.3% | $13,005-99.0% | $1,944-93.1% |