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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GW HENSSLER AND ASSOCIATES Service code 99 · EIN 58-2189215 | Other Fees | $0 |
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 | $55,918 | $52,639+6.2% | $185,117-69.8% | $62,293-10.2% |
| Participation rate | 93.4% | 63.9%+29.5pp | 77.3%+16.1pp | 69.5%+23.8pp |
| Annual return | 17.05% | 19.57%-2.5pp | 40.50%-23.4pp | 28.90%-11.8pp |
| Employer contribution / active EE | $5,126 | $1,483+245.7% | $4,182+22.6% | $2,042+151.0% |
| Participant deferral / active EE | $3,334 | $3,097+7.7% | $5,045-33.9% | $3,169+5.2% |
| Admin fee / account holder | $24 | $374-93.6% | $8,159-99.7% | $479-95.0% |