Filed March 11, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CANNON FINANCIAL STRATEGISTS, INC Service code 16 · EIN 58-2608124 | Consulting | $46,089 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $13,455 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $92,025 | $122,709-25.0% | $88,497+4.0% | $57,658+59.6% |
| Participation rate | 90.9% | 89.9%+1.0pp | 82.4%+8.5pp | 70.2%+20.7pp |
| Annual return | 9.78% | 10.63%-0.8pp | 7.63%+2.2pp | 5.13%+4.6pp |
| Employer contribution / active EE | $1,178 | $4,531-74.0% | $4,036-70.8% | $1,974-40.3% |
| Participant deferral / active EE | $3,806 | $6,704-43.2% | $4,899-22.3% | $3,061+24.4% |
| Admin fee / account holder | $29 | $93-69.2% | $6,220-99.5% | $95-69.8% |