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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GW HENSSLER AND ASSOCIATES Service code 99 · EIN 58-2189215 | Other Fees | $48,970 |
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 | $52,845 | $42,810+23.4% | $169,452-68.8% | $55,725-5.2% |
| Participation rate | 90.1% | 64.7%+25.4pp | 77.8%+12.3pp | 70.9%+19.3pp |
| Annual return | -5.76% | -3.61%-2.1pp | 1.83%-7.6pp | 244.93%-250.7pp |
| Employer contribution / active EE | $5,999 | $1,402+327.9% | $4,157+44.3% | $2,078+188.7% |
| Participant deferral / active EE | $3,305 | $3,141+5.2% | $5,277-37.4% | $3,356-1.5% |
| Admin fee / account holder | $23 | $106-78.3% | $9,110-99.7% | $115-80.0% |