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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $34,291 |
Filed as: G.W. HENSSLER & ASSOCIATES LTD Service code 27 · EIN 58-2189215 | Advisory (Plan) | $15,948 |
Service code 15 · EIN 83-4452620 | Recordkeeping | $12,387 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $2,239 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,191 | $79,089-51.7% | $100,392-62.0% | $74,459-48.7% |
| Participation rate | 84.7% | 79.4%+5.2pp | 81.5%+3.2pp | 67.2%+17.4pp |
| Annual return | 15.52% | 20.61%-5.1pp | 49.45%-33.9pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $564 | $3,015-81.3% | $3,941-85.7% | $2,626-78.5% |
| Participant deferral / active EE | $2,303 | $7,747-70.3% | $8,090-71.5% | $4,350-47.0% |
| Admin fee / account holder | $378 | $1,336-71.7% | $7,904-95.2% | $1,945-80.6% |