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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $36,311 |
Filed as: G.W. HENSSLER & ASSOCIATES LTD Service code 27 · EIN 58-2189215 | Advisory (Plan) | $16,884 |
Service code 15 · EIN 83-4452620 | Recordkeeping | $7,532 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $400 |
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,132 | $82,879-48.0% | $96,576-55.3% | $67,986-36.6% |
| Participation rate | 86.0% | 75.2%+10.8pp | 81.4%+4.6pp | 57.2%+28.8pp |
| Annual return | 14.25% | 36.90%-22.6pp | 38.47%-24.2pp | 31.67%-17.4pp |
| Employer contribution / active EE | $1,400 | $2,727-48.7% | $3,553-60.6% | $2,019-30.6% |
| Participant deferral / active EE | $2,331 | $6,976-66.6% | $7,956-70.7% | $3,358-30.6% |
| Admin fee / account holder | $355 | $2,783-87.2% | $11,381-96.9% | $3,203-88.9% |