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 | $186,544 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Particip... | $173,908 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ 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 | $92,820 | $67,512+37.5% | $185,854-50.1% | $93,010-0.2% |
| Participation rate | 100.0% | 67.1%+32.9pp | 81.7%+18.3pp | 73.9%+26.1pp |
| Annual return | 13.32% | 21.04%-7.7pp | 122.12%-108.8pp | 158.70%-145.4pp |
| Employer contribution / active EE | $2,564 | $1,783+43.8% | $5,169-50.4% | $2,705-5.2% |
| Participant deferral / active EE | $3,745 | $3,035+23.4% | $5,569-32.8% | $4,561-17.9% |
| Admin fee / account holder | $89 | $318-72.1% | $16,246-99.5% | $152-41.6% |