Filed February 19, 2020 (most recent of 4 filings on file)
Total covered: 2,000 employees
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| Provider | Service type | Compensation |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.3+ years Service code 37 · EIN 52-2136664 300 EAST JOPPA ROAD, STE 601 · TOWSON, MD 21286 | Loan Processing | $8,664 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,947 | $46,173-37.3% | $170,436-83.0% | $69,631-58.4% |
| Participation rate | 65.9% | 63.9%+2.0pp | 83.6%-17.7pp | 70.7%-4.8pp |
| Annual return | 18.40% | 21.62%-3.2pp | 205.94%-187.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $539 | $1,610-66.5% | $5,433-90.1% | $2,032-73.5% |
| Participant deferral / active EE | $1,126 | $2,080-45.9% | $4,939-77.2% | $3,224-65.1% |
| Admin fee / account holder | $18 | $116-84.6% | $13,880-99.9% | $110-83.9% |