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.5+ years Filed as: CMC ADVISORS INC. Service code 27 · EIN 13-4187117 | Advisory (Plan) | $17,537 |
CMC INTERACTIVE, LLC1 year Service code 15 · EIN 13-4180091 | Recordkeeping | $5,649 |
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 | $49,981 | $88,122-43.3% | $141,191-64.6% | $67,579-26.0% |
| Participation rate | 70.2% | 76.5%-6.3pp | 82.5%-12.3pp | 71.3%-1.1pp |
| Annual return | 33.54% | 75.40%-41.9pp | 71.41%-37.9pp | 378.56%-345.0pp |
| Employer contribution / active EE | $1,087 | $3,224-66.3% | $4,736-77.1% | $2,148-49.4% |
| Participant deferral / active EE | $6,667 | $5,958+11.9% | $6,710-0.6% | $3,539+88.4% |
| Admin fee / account holder | $81 | $131-38.5% | $10,264-99.2% | $142-43.4% |