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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 95-4836837 505 N. BRAND BLVD. #1470 · GLENDALE, CA 91203 | Advisory (Plan) | $17,052 |
CMC ADVISORS, INC.3 years Filed as: CMC PENSION PROFESSIONALS Service code 14 · EIN 95-4673312 647 W. BROADWAY · GLENDALE, CA 91204 | Plan Administrator | $15,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,820 | $70,908-18.5% | $98,907-41.5% | $73,488-21.3% |
| Participation rate | 50.4% | 73.8%-23.3pp | 76.0%-25.6pp | 70.7%-20.3pp |
| Annual return | 14.71% | 34.17%-19.5pp | 196.43%-181.7pp | 28.51%-13.8pp |
| Employer contribution / active EE | $913 | $2,036-55.1% | $2,689-66.0% | $2,270-59.8% |
| Participant deferral / active EE | $1,605 | $3,500-54.1% | $4,244-62.2% | $3,740-57.1% |
| Admin fee / account holder | $639 | $535+19.5% | $6,642-90.4% | $513+24.6% |