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| Provider | Service type | Compensation |
|---|---|---|
CMC ADVISORS, INC.4 years Filed as: CMC PENSION PROFESSIONALS Service code 14 · EIN 95-4673312 647 W. BROADWAY · GLENDALE, CA 91204 | Plan Administrator | $28,988 |
CALIFORNIA FINANCIAL PARTNERS, INC.4 years Service code 27 · EIN 95-4836837 505 N. BRAND BLVD. #1470 · GLENDALE, CA 91203 | Advisory (Plan) | $26,238 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,536 | $79,428-11.2% | $106,548-33.8% | $79,386-11.1% |
| Participation rate | 49.5% | 74.1%-24.6pp | 76.1%-26.6pp | 70.7%-21.2pp |
| Annual return | 9.65% | 18.27%-8.6pp | 26.80%-17.1pp | 116.85%-107.2pp |
| Employer contribution / active EE | $1,008 | $2,234-54.9% | $2,819-64.2% | $2,427-58.5% |
| Participant deferral / active EE | $1,978 | $3,823-48.3% | $4,398-55.0% | $4,046-51.1% |
| Admin fee / account holder | $850 | $523+62.4% | $7,407-88.5% | $626+35.6% |