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| Provider | Service type | Compensation |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.1+ years Service code 15 · EIN 52-2136664 300 E. JOPPA RD, STE 601 · TOWSON, MD 21286 | Recordkeeping | $10,396 |
SECURIAN FINANCIAL SERVICES INC1+ years Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 26 130 WYLDEROSE DR · MIDLOTHIAN, VA 23113 | Advisory (Participants) | $5,284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,127 | $22,714-68.6% | $59,496-88.0% | $55,191-87.1% |
| Participation rate | 26.2% | 37.5%-11.3pp | 54.6%-28.4pp | 69.2%-43.0pp |
| Annual return | -4.02% | -44.01%+40.0pp | 182.05%-186.1pp | 10.78%-14.8pp |
| Employer contribution / active EE | $78 | $418-81.4% | $1,153-93.2% | $1,899-95.9% |
| Participant deferral / active EE | $514 | $843-39.1% | $1,829-71.9% | $3,046-83.1% |
| Admin fee / account holder | $75 | $83-9.8% | $2,232-96.6% | $91-17.2% |