Filed February 7, 2019
Total covered: 210 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Shareholder se... | $201,498 |
Filed as: CANNON FINANCIAL STRATEGISTS INC Service code 27 · EIN 58-2608124 | Advisory (Plan) | $198,232 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,371 | $53,254+67.8% | $155,574-42.6% | $199,921-55.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 13.67% | 41.18%-27.5pp | 64.87%-51.2pp | 34.28%-20.6pp |
| Employer contribution / active EE | $2,849 | $1,848+54.2% | $4,676-39.1% | $3,035-6.1% |
| Participant deferral / active EE | $4,391 | $3,165+38.7% | $5,629-22.0% | $5,089-13.7% |
| Admin fee / account holder | $88 | $186-52.6% | $15,914-99.4% | $269-67.3% |