Filed February 7, 2019
Total covered: 210 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CANNON FINANCIAL STRATEGISTS INC Service code 27 · EIN 58-2608124 | Advisory (Plan) | $244,548 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Finders'... | $165,856 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,303 | $50,127+66.2% | $149,673-44.3% | $80,160+3.9% |
| Participation rate | 100.0% | 64.3%+35.7pp | 78.8%+21.2pp | 72.9%+27.1pp |
| Annual return | 15.69% | 29.82%-14.1pp | 134.42%-118.7pp | 40.38%-24.7pp |
| Employer contribution / active EE | $2,865 | $1,865+53.7% | $4,818-40.5% | $2,978-3.8% |
| Participant deferral / active EE | $4,283 | $3,194+34.1% | $5,680-24.6% | $5,017-14.6% |
| Admin fee / account holder | $92 | $153-39.9% | $13,210-99.3% | $145-36.7% |