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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 | $101,539+243.2% | $147,041+137.0% | $74,400+368.4% |
| Participation rate | 89.0% | 75.5%+13.5pp | 82.2%+6.8pp | 67.2%+21.8pp |
| Annual return | 17.03% | 8740.84%-8723.8pp | 419.21%-402.2pp | 1367.51%-1350.5pp |
| Employer contribution / active EE | $2,760 | $3,811-27.6% | $4,935-44.1% | $2,624+5.2% |
| Participant deferral / active EE | $12,022 | $7,304+64.6% | $8,071+49.0% | $4,348+176.5% |
| Admin fee / account holder | $481 | $1,749-72.5% | $13,006-96.3% | $1,944-75.3% |