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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HENSSLER FINANCIAL Service code 27 · EIN 58-2380817 | Advisory (Plan) | $233 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP SECURITIES INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $0 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,019 | $55,453-81.9% | $170,435-94.1% | $62,293-83.9% |
| Participation rate | 13.2% | 66.4%-53.1pp | 83.6%-70.4pp | 69.5%-56.3pp |
| Annual return | 2.28% | 21.38%-19.1pp | 205.94%-203.7pp | 28.90%-26.6pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $385 | $2,303-83.3% | $4,939-92.2% | $3,169-87.8% |
| Admin fee / account holder | $175 | $455-61.5% | $13,881-98.7% | $479-63.5% |