Filed February 7, 2019
Total covered: 210 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CANNON FINANCIAL STRATEGISTS INC Service code 16 · EIN 58-2608124 | Consulting | $229,932 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $92,037 |
PAVILLION ADVISORY GROUP, INC.1+ years Service code 27 · EIN 04-3831795 | Advisory (Plan) | $45,675 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINACIAL SERVICES1+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $74,059 | $47,456+56.1% | $172,757-57.1% | $77,775-4.8% |
| Participation rate | 99.5% | 66.3%+33.3pp | 82.6%+16.9pp | 73.2%+26.3pp |
| Annual return | 0.00% | 35.57%-35.6pp | 803.06%-803.1pp | 32.58%-32.6pp |
| Employer contribution / active EE | $1,951 | $1,574+24.0% | $5,144-62.1% | $2,504-22.1% |
| Participant deferral / active EE | $3,292 | $2,560+28.6% | $5,198-36.7% | $3,966-17.0% |
| Admin fee / account holder | $93 | $81+14.5% | $13,956-99.3% | $100-7.5% |