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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 95-4836837 505 N. BRAND BLVD. #1470 · GLENDALE, CA 91203 | Advisory (Plan) | $18,140 |
CMC ADVISORS, INC.1 year Filed as: CMC PENSION PROFESSIONALS Service code 14 · EIN 95-4673312 647 W. BROADWAY · GLENDALE, CA 91204 | Plan Administrator | $7,604 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,699 | $58,093-28.2% | $80,022-47.9% | $56,289-25.9% |
| Participation rate | 44.0% | 73.6%-29.7pp | 75.8%-31.9pp | 69.9%-25.9pp |
| Annual return | -0.71% | 34.63%-35.3pp | 11.22%-11.9pp | -9.96%+9.2pp |
| Employer contribution / active EE | $654 | $1,933-66.2% | $2,468-73.5% | $2,111-69.0% |
| Participant deferral / active EE | $1,121 | $3,136-64.3% | $3,686-69.6% | $3,350-66.5% |
| Admin fee / account holder | $396 | $623-36.4% | $6,521-93.9% | $521-24.0% |