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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $17,161 |
Filed as: HENSSLER ASSET MANAGEMENT Service code 27 · EIN 58-2380817 | Advisory (Plan) | $12,092 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $10,489 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,028 | $58,655-42.0% | $91,994-63.0% | $65,185-47.8% |
| Participation rate | 83.7% | 75.3%+8.4pp | 78.6%+5.0pp | 70.2%+13.5pp |
| Annual return | 20.66% | 33.92%-13.3pp | 69.04%-48.4pp | 29.38%-8.7pp |
| Employer contribution / active EE | $946 | $2,080-54.5% | $3,453-72.6% | $2,177-56.6% |
| Participant deferral / active EE | $1,968 | $5,474-64.0% | $5,924-66.8% | $3,514-44.0% |
| Admin fee / account holder | $314 | $434-27.7% | $7,744-95.9% | $847-62.9% |