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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CANNON FINANCIAL STRATEGISTS Service code 27 · EIN 58-2608124 | Advisory (Plan) | $45,042 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,239 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $9,456 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,517 | $101,653+242.8% | $147,080+137.0% | $74,459+368.1% |
| Participation rate | 89.0% | 75.6%+13.4pp | 82.2%+6.8pp | 67.2%+21.8pp |
| Annual return | 17.03% | 8754.98%-8737.9pp | 420.17%-403.1pp | 1369.70%-1352.7pp |
| Employer contribution / active EE | $2,760 | $3,813-27.6% | $4,933-44.0% | $2,626+5.1% |
| Participant deferral / active EE | $12,022 | $7,304+64.6% | $8,066+49.0% | $4,350+176.4% |
| Admin fee / account holder | $481 | $1,752-72.5% | $12,989-96.3% | $1,945-75.3% |