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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 | $83,002-48.0% | $98,090-56.0% | $64,097-32.7% |
| Participation rate | 86.0% | 75.0%+11.0pp | 81.5%+4.5pp | 55.2%+30.8pp |
| Annual return | 14.25% | 38.51%-24.3pp | 37.05%-22.8pp | 34.64%-20.4pp |
| Employer contribution / active EE | $1,400 | $2,749-49.1% | $3,606-61.2% | $1,891-26.0% |
| Participant deferral / active EE | $2,331 | $6,787-65.7% | $7,845-70.3% | $3,080-24.3% |
| Admin fee / account holder | $355 | $3,015-88.2% | $11,815-97.0% | $3,454-89.7% |