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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GW HENSSLER AND ASSOCIATES Service code 99 · EIN 58-2189215 | Other Fees | $66,762 |
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 | $79,189 | $56,152+41.0% | $185,861-57.4% | $73,412+7.9% |
| Participation rate | 90.1% | 67.6%+22.5pp | 78.0%+12.1pp | 72.2%+17.9pp |
| Annual return | 20.69% | 17.59%+3.1pp | 35.96%-15.3pp | 59.30%-38.6pp |
| Employer contribution / active EE | $6,989 | $1,532+356.3% | $4,088+71.0% | $2,234+212.9% |
| Participant deferral / active EE | $3,919 | $3,659+7.1% | $5,634-30.4% | $3,806+3.0% |
| Admin fee / account holder | $15 | $132-88.9% | $9,503-99.8% | $158-90.7% |