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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 | $1,685 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $14,677 | $70,002-79.0% | $115,038-87.2% | $52,331-72.0% |
| Participation rate | 62.1% | 72.1%-10.0pp | 81.4%-19.3pp | 68.1%-6.0pp |
| Annual return | -1.29% | 4.04%-5.3pp | 26.14%-27.4pp | 4.54%-5.8pp |
| Employer contribution / active EE | $1,055 | $2,715-61.2% | $4,608-77.1% | $1,882-44.0% |
| Participant deferral / active EE | $459 | $4,920-90.7% | $6,026-92.4% | $3,022-84.8% |
| Admin fee / account holder | $10 | $566-98.2% | $8,175-99.9% | $592-98.3% |