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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GW HENSSLER AND ASSOCIATES Service code 99 · EIN 58-2189215 | Other Fees | $96,077 |
Service code 49 3700 CRESTWOOD PARKWAY, NW, STE. 55 · DULUTH, GA 30096 | Other Services | $15,025 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,020 |
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 | $92,058 | $60,604+51.9% | $189,597-51.4% | $86,821+6.0% |
| Participation rate | 89.4% | 68.9%+20.5pp | 78.4%+10.9pp | 72.3%+17.1pp |
| Annual return | 15.15% | 65.19%-50.0pp | 64.20%-49.0pp | 97.94%-82.8pp |
| Employer contribution / active EE | $7,440 | $1,624+358.2% | $4,412+68.6% | $2,406+209.2% |
| Participant deferral / active EE | $4,514 | $3,895+15.9% | $6,174-26.9% | $4,132+9.2% |
| Admin fee / account holder | $26 | $159-83.9% | $9,807-99.7% | $170-84.9% |