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| Provider | Service type | Compensation |
|---|---|---|
CMC ADVISORS, INC.8+ years Filed as: CMC ADVISORS INC. Service code 27 · EIN 13-4187117 | Advisory (Plan) | $25,449 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,570 | $82,163-38.5% | $125,381-59.7% | $64,819-22.0% |
| Participation rate | 76.9% | 77.9%-1.0pp | 82.4%-5.5pp | 71.5%+5.4pp |
| Annual return | -16.94% | 3.49%-20.4pp | 572.31%-589.2pp | 32.84%-49.8pp |
| Employer contribution / active EE | $1,282 | $3,616-64.5% | $4,815-73.4% | $2,507-48.9% |
| Participant deferral / active EE | $8,051 | $7,175+12.2% | $7,448+8.1% | $4,311+86.8% |
| Admin fee / account holder | $85 | $163-47.7% | $10,007-99.1% | $188-54.6% |