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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 13-3689044 | Recordkeeping | $25,181 |
Filed as: G.W. HENSSLER & ASSOCIATES, LTD Service code 27 · EIN 58-2189215 | Advisory (Plan) | $12,533 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $7,161 |
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 | $38,204 | $66,813-42.8% | $100,528-62.0% | $73,493-48.0% |
| Participation rate | 79.9% | 77.5%+2.4pp | 79.4%+0.4pp | 70.7%+9.2pp |
| Annual return | 12.53% | 25.70%-13.2pp | 30.90%-18.4pp | 28.51%-16.0pp |
| Employer contribution / active EE | $474 | $2,147-77.9% | $3,419-86.1% | $2,270-79.1% |
| Participant deferral / active EE | $2,078 | $5,883-64.7% | $6,271-66.9% | $3,740-44.4% |
| Admin fee / account holder | $396 | $512-22.7% | $8,084-95.1% | $513-22.8% |