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| Provider | Service type | Compensation |
|---|---|---|
HENNSLER ASSET MANAGEMENT LLC1+ years Service code 27 3735 CHEROKEE ST · KENNESAW, GA 30144 | Advisory (Plan) | $21,809 |
PALMER PENSION SERVICES, INC.1+ years Service code 16 · EIN 58-1557529 4343 SHALLOWFORD RD, SUITE D2 · MARIETTA, GA 30062 | Consulting | $14,350 |
AGEEFISHERBARRETT, LLC1+ years Filed as: AGEE FISHER BARRETT LLC Service code 10 · EIN 58-2248437 750 HAMMOND DR · ATLANTA, GA 30328 | Accounting | $9,336 |
MARIETTA WEALTH MANAGEMENT1+ years Filed as: MARIETTA WEALTH Service code 27 472 N SESSIONS ST, UNIT 24 · MARIETTA, GA 30060 | Advisory (Plan) | $6,289 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,595 | $107,378-94.8% | $108,582-94.8% | $57,658-90.3% |
| Participation rate | 97.6% | 77.1%+20.5pp | 79.6%+18.0pp | 70.2%+27.4pp |
| Annual return | 2.09% | 12.80%-10.7pp | -51.70%+53.8pp | 5.13%-3.0pp |
| Employer contribution / active EE | $546 | $1,782-69.4% | $3,758-85.5% | $1,974-72.3% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $72 | $108-34.1% | $7,645-99.1% | $95-24.3% |