Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $101,672-19.1% | $147,117-44.1% | $74,478+10.4% |
| Participation rate | 83.3% | 75.5%+7.7pp | 82.2%+1.1pp | 67.2%+16.0pp |
| Annual return | 18.40% | 8757.83%-8739.4pp | 420.54%-402.1pp | 1370.56%-1352.2pp |
| Employer contribution / active EE | $1,514 | $3,813-60.3% | $4,932-69.3% | $2,626-42.4% |
| Participant deferral / active EE | $9,991 | $7,305+36.8% | $8,065+23.9% | $4,350+129.7% |
| Admin fee / account holder | $135 | $1,753-92.3% | $12,993-99.0% | $1,946-93.1% |