Filed December 27, 2011
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 99 · EIN 58-2608124 | Other Fees | $50,037 |
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES OF GA, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $7,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $140,540 | $83,023+69.3% | $102,437+37.2% | $77,762+80.7% |
| Participation rate | 43.1% | 71.5%-28.5pp | 74.5%-31.4pp | 70.6%-27.5pp |
| Annual return | 14.24% | 19.12%-4.9pp | 24.95%-10.7pp | 31.27%-17.0pp |
| Employer contribution / active EE | $1,483 | $3,552-58.3% | $3,871-61.7% | $2,728-45.6% |
| Participant deferral / active EE | $2,546 | $4,110-38.1% | $5,060-49.7% | $4,651-45.3% |
| Admin fee / account holder | $921 | $639+44.0% | $8,388-89.0% | $433+112.6% |