Filed March 23, 2001
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.2+ years Service code 37 · EIN 52-2136664 300 E. JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Loan Processing | $1,195 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,601 | $74,089-37.1% | $133,975-65.2% | $55,167-15.5% |
| Participation rate | 76.4% | 84.3%-7.9pp | 87.1%-10.7pp | 69.0%+7.4pp |
| Annual return | 4.17% | 12.11%-7.9pp | 29.29%-25.1pp | 169.23%-165.1pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,894 | $4,678-38.1% | $6,282-53.9% | $3,054-5.2% |
| Admin fee / account holder | $16 | $458-96.5% | $9,324-99.8% | $504-96.8% |