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| Provider | Service type | Compensation |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.2+ years Service code 15 · EIN 52-2136664 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $3,088 |
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 | $11,648 | $80,177-85.5% | $123,894-90.6% | $57,658-79.8% |
| Participation rate | 61.9% | 74.4%-12.6pp | 81.4%-19.6pp | 70.2%-8.4pp |
| Annual return | 7.39% | 17.90%-10.5pp | 47.52%-40.1pp | 5.13%+2.3pp |
| Employer contribution / active EE | $803 | $2,913-72.4% | $4,617-82.6% | $1,974-59.3% |
| Participant deferral / active EE | $765 | $5,130-85.1% | $5,984-87.2% | $3,061-75.0% |
| Admin fee / account holder | $12 | $106-88.4% | $8,357-99.9% | $95-87.0% |