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| Provider | Service type | Compensation |
|---|---|---|
Filed as: G.W. HENSSLER & ASSOCIATES LTD Service code 26 · EIN 58-2189215 3735 CHEROKEE STREET · KENNESAW, GA 30144 | Advisory (Participants) | $24,616 |
Service code 15 · EIN 01-0233346 5415 SUGARLOAF PKWY STE 2201 · LAWRENCEVILLE, GA 30043 | Recordkeeping | $108 |
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 | $290,620 | $102,429+183.7% | $147,096+97.6% | $80,925+259.1% |
| Participation rate | 97.2% | 75.9%+21.3pp | 82.2%+15.0pp | 67.7%+29.5pp |
| Annual return | 56.45% | 135.02%-78.6pp | 419.75%-363.3pp | 35.65%+20.8pp |
| Employer contribution / active EE | $8,279 | $3,716+122.8% | $4,936+67.7% | $2,756+200.4% |
| Participant deferral / active EE | $10,041 | $6,649+51.0% | $8,071+24.4% | $4,299+133.6% |
| Admin fee / account holder | $0 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |