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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT STRATEGIES, INC.3+ years Filed as: RETIREMENT STRATEGIES Service code 17 · EIN 58-2380163 | Pension Consulting | $7,800 |
Filed as: HENSSLER ASSET MANAGEMENT Service code 27 · EIN 58-2380817 | Advisory (Plan) | $5,763 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $1,618 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,399 | $59,535-47.3% | $90,161-65.2% | $62,293-49.6% |
| Participation rate | 82.3% | 73.0%+9.3pp | 76.9%+5.4pp | 69.5%+12.8pp |
| Annual return | 14.84% | 23.53%-8.7pp | 34.89%-20.0pp | 28.90%-14.1pp |
| Employer contribution / active EE | $975 | $1,826-46.6% | $3,318-70.6% | $2,042-52.3% |
| Participant deferral / active EE | $2,014 | $4,639-56.6% | $5,287-61.9% | $3,169-36.4% |
| Admin fee / account holder | $122 | $337-63.8% | $5,943-98.0% | $479-74.6% |