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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-1590850 | Plan Administrator | $292,485 |
PLANTE & MORAN, PLLC3+ years Service code 10 · EIN 38-1357951 | Accounting | $13,900 |
Service code 17 · EIN 36-4291971 | Pension Consulting | $10,000 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: HENSSLER Service code 52 · EIN 58-2380817 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,470 | $60,396-71.1% | $83,831-79.2% | $75,289-76.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | 10.34% | 3.84%+6.5pp | 850.99%-840.7pp | -0.04%+10.4pp |
| Employer contribution / active EE | $5,210 | $3,343+55.8% | $3,631+43.5% | $2,405+116.6% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $95 | $141-33.0% | $5,479-98.3% | $102-7.5% |