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| Provider | Service type | Compensation |
|---|---|---|
CMC ADVISORS, INC.4+ years Filed as: CMC ADVISORS INC. Service code 27 · EIN 13-4187117 | Advisory (Plan) | $14,475 |
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.
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 | $38,332 | $75,388-49.2% | $123,553-69.0% | $55,725-31.2% |
| Participation rate | 62.0% | 75.7%-13.7pp | 82.3%-20.3pp | 70.9%-8.9pp |
| Annual return | -8.72% | 4.48%-13.2pp | 119.21%-127.9pp | 244.93%-253.6pp |
| Employer contribution / active EE | $875 | $3,063-71.4% | $4,628-81.1% | $2,078-57.9% |
| Participant deferral / active EE | $5,331 | $5,651-5.7% | $6,426-17.0% | $3,356+58.9% |
| Admin fee / account holder | $73 | $120-39.2% | $9,284-99.2% | $115-36.8% |