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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 | $50,554+84.6% | $67,681+37.9% | $87,485+6.7% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 9.00% | 17.81%-8.8pp | 590.58%-581.6pp | 26.06%-17.1pp |
| Employer contribution / active EE | $2,292 | $1,988+15.3% | $2,678-14.4% | $2,596-11.7% |
| Participant deferral / active EE | $3,551 | $2,961+19.9% | $3,976-10.7% | $4,274-16.9% |
| Admin fee / account holder | $437 | $4,132-89.4% | $6,100-92.8% | $7,775-94.4% |