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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GW HENSSLER AND ASSOCIATES Service code 99 | Other Fees | $111,281 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES, LLC Service code 49 30 N LA SALLE ST STE 2624 · CHICAGO, IL 60602 | Other Services | $19,253 |
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 64 | Recordkeeping Fees | $5,622 |
Filed as: G.W. HENSSLER & ASSOCIATES, LTD. Service code 99 · EIN 58-2189215 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,824 | $62,686+75.2% | $178,505-38.5% | $77,762+41.2% |
| Participation rate | 78.5% | 66.9%+11.6pp | 77.1%+1.3pp | 70.6%+7.9pp |
| Annual return | 13.94% | 16.16%-2.2pp | 27.16%-13.2pp | 31.27%-17.3pp |
| Employer contribution / active EE | $8,626 | $1,914+350.8% | $3,955+118.1% | $2,728+216.2% |
| Participant deferral / active EE | $4,639 | $4,224+9.8% | $6,280-26.1% | $4,651-0.3% |
| Admin fee / account holder | $28 | $386-92.7% | $10,428-99.7% | $433-93.5% |