Filed January 2, 2013 (most recent of 3 filings on file)
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 INC Service code 27 · EIN 58-2608124 | Advisory (Plan) | $104,839 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,267 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,061 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,206 | $129,095-17.0% | $184,200-41.8% | $77,671+38.0% |
| Participation rate | 98.2% | 87.3%+10.9pp | 86.8%+11.4pp | 70.6%+27.7pp |
| Annual return | 14.29% | 33.29%-19.0pp | 28.80%-14.5pp | 31.21%-16.9pp |
| Employer contribution / active EE | $8,238 | $4,410+86.8% | $6,424+28.2% | $2,726+202.2% |
| Participant deferral / active EE | $6,563 | $7,300-10.1% | $9,132-28.1% | $4,648+41.2% |
| Admin fee / account holder | $408 | $256+59.6% | $13,907-97.1% | $430-5.2% |