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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CANNON FINANCIAL STRATEGISTS, INC Service code 27 · EIN 58-2608124 649 S MILLEDGE AVE, STE 8 · ATHENS, GA 306051259 | Advisory (Plan) | $17,435 |
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $15,518 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,383 | $48,314+18.8% | $67,561-15.1% | $80,925-29.1% |
| Participation rate | 97.9% | 66.4%+31.5pp | 72.9%+25.0pp | 67.7%+30.2pp |
| Annual return | 10.19% | 18.28%-8.1pp | 3525.44%-3515.2pp | 35.65%-25.5pp |
| Employer contribution / active EE | $996 | $2,022-50.8% | $2,735-63.6% | $2,756-63.9% |
| Participant deferral / active EE | $1,994 | $2,927-31.9% | $4,003-50.2% | $4,299-53.6% |
| Admin fee / account holder | $228 | $3,690-93.8% | $4,006-94.3% | $6,940-96.7% |