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.
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| Provider | Service type | Compensation |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.3+ years Service code 37 · EIN 52-2136664 300 E. JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Loan Processing | $13,751 |
Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 26 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Participants) | $8,191 |
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 | $57,757 | $89,739-35.6% | $149,716-61.4% | $62,293-7.3% |
| Participation rate | 79.0% | 85.1%-6.1pp | 87.1%-8.0pp | 69.5%+9.5pp |
| Annual return | 19.31% | 21.01%-1.7pp | 1501.67%-1482.4pp | 28.90%-9.6pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,444-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,361 | $4,797-29.9% | $6,568-48.8% | $3,169+6.1% |
| Admin fee / account holder | $252 | $551-54.2% | $11,282-97.8% | $479-47.4% |