Filed August 9, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CANNON FINANCIAL STRATEGISTS Service code 16 649 S MILLEDGE AVENUE · ATHENS, GA 306051259 | Consulting | $55,600 |
TIAA10+ years Filed as: TIAA-CREF Service code 12 730 THIRD AVE · NEW YORK, NY 100173206 | Claims processing; Direct payment fro... | $31,745 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,649 | $69,708+64.5% | $67,560+69.7% | $74,478+53.9% |
| Participation rate | 91.6% | 71.4%+20.2pp | 72.9%+18.7pp | 67.2%+24.4pp |
| Annual return | 14.70% | -40.67%+55.4pp | 3533.50%-3518.8pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $2,910 | $2,715+7.2% | $2,737+6.3% | $2,626+10.8% |
| Participant deferral / active EE | $4,606 | $3,637+26.7% | $4,004+15.0% | $4,350+5.9% |
| Admin fee / account holder | $183 | $887-79.4% | $3,994-95.4% | $1,946-90.6% |