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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CANNON FINANCIAL STRATEGISTS INC Service code 27 · EIN 58-2608124 | Advisory (Plan) | $22,333 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $19,588 |
DRAFFIN & TUCKER LLP2 years Filed as: DRAFFIN & TUCKER, LLP Service code 10 · EIN 58-0914992 | Accounting | $12,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,347 | $51,184+82.4% | $66,439+40.5% | $86,983+7.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 9.00% | 17.07%-8.1pp | 757.66%-748.7pp | 25.83%-16.8pp |
| Employer contribution / active EE | $2,292 | $2,023+13.3% | $2,637-13.1% | $2,584-11.3% |
| Participant deferral / active EE | $3,551 | $2,927+21.3% | $3,876-8.4% | $4,194-15.3% |
| Admin fee / account holder | $437 | $4,154-89.5% | $6,173-92.9% | $7,856-94.4% |