Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HENSSLER ASSET MANAGEMENT LLC4+ years Service code 26 · EIN 58-2380817 | Advisory (Participants) | $29,994 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,221 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,544 | $42,396+28.7% | $67,313-19.0% | $56,287-3.1% |
| Participation rate | 86.8% | 61.0%+25.8pp | 69.1%+17.7pp | 69.9%+16.9pp |
| Annual return | -7.12% | -36.63%+29.5pp | -4.08%-3.0pp | -9.96%+2.8pp |
| Employer contribution / active EE | $926 | $1,414-34.5% | $2,566-63.9% | $2,111-56.1% |
| Participant deferral / active EE | $3,771 | $2,360+59.8% | $3,568+5.7% | $3,350+12.6% |
| Admin fee / account holder | $302 | $510-40.8% | $4,507-93.3% | $521-42.1% |