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 | $188,417 |
Service code 12 · EIN 13-3689044 | Investment management; Participant co... | $142,860 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,599 | $56,095+38.3% | $178,510-56.5% | $90,274-14.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 13.85% | 28.81%-15.0pp | 151.13%-137.3pp | 53.97%-40.1pp |
| Employer contribution / active EE | $2,366 | $1,572+50.5% | $5,011-52.8% | $2,523-6.2% |
| Participant deferral / active EE | $3,301 | $2,669+23.7% | $5,202-36.6% | $4,231-22.0% |
| Admin fee / account holder | $76 | $101-24.3% | $13,988-99.5% | $114-33.2% |