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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GW HENSSLER AND ASSOCIATES Service code 99 · EIN 58-2189215 | Other Fees | $91,701 |
Service code 49 3700 CRESTWOOD PARKWAY, NW, STE. 55 · DULUTH, GA 30096 | Other Services | $15,864 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,106 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,674 | $50,458+48.0% | $160,037-53.3% | $64,824+15.2% |
| Participation rate | 87.2% | 68.0%+19.1pp | 78.0%+9.2pp | 71.5%+15.7pp |
| Annual return | -17.90% | -13.42%-4.5pp | 408.95%-426.9pp | 32.84%-50.7pp |
| Employer contribution / active EE | $7,884 | $1,722+357.8% | $4,226+86.6% | $2,507+214.5% |
| Participant deferral / active EE | $4,973 | $4,004+24.2% | $6,184-19.6% | $4,311+15.3% |
| Admin fee / account holder | $30 | $706-95.7% | $8,716-99.7% | $188-83.9% |