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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $29,407 |
Filed as: G.W. HENSSLER & ASSOCIATES, LTD Service code 27 · EIN 58-2189215 | Advisory (Plan) | $15,004 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $5,694 |
Participant contribution per participant 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 | $30,629 | $58,320-47.5% | $86,438-64.6% | $66,938-54.2% |
| Participation rate | 85.1% | 78.6%+6.5pp | 80.3%+4.8pp | 69.8%+15.3pp |
| Annual return | -16.18% | -9.71%-6.5pp | 4397.19%-4413.4pp | 1.58%-17.8pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,439 | $6,899-64.6% | $6,952-64.9% | $4,238-42.5% |
| Admin fee / account holder | $290 | $546-46.8% | $6,733-95.7% | $594-51.1% |