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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 95-4836837 505 N. BRAND BLVD. #1470 · GLENDALE, CA 91203 | Advisory (Plan) | $22,181 |
CMC ADVISORS, INC.2 years Filed as: CMC PENSION PROFESSIONALS Service code 14 · EIN 95-4673312 647 W. BROADWAY · GLENDALE, CA 91204 | Plan Administrator | $21,052 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,372 | $66,310-27.1% | $93,606-48.3% | $65,185-25.8% |
| Participation rate | 45.9% | 74.0%-28.1pp | 75.8%-29.9pp | 70.2%-24.3pp |
| Annual return | 19.48% | 42.58%-23.1pp | 32.76%-13.3pp | 29.38%-9.9pp |
| Employer contribution / active EE | $808 | $2,012-59.9% | $2,718-70.3% | $2,177-62.9% |
| Participant deferral / active EE | $1,389 | $3,342-58.4% | $4,069-65.9% | $3,514-60.5% |
| Admin fee / account holder | $653 | $6,897-90.5% | $7,888-91.7% | $847-22.9% |