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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GW HENSSLER AND ASSOCIATES Service code 26 · EIN 58-2189215 | Advisory (Participants) | $33,002 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $31,667 |
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 | $74,194 | $55,636+33.4% | $81,988-9.5% | $73,493+1.0% |
| Participation rate | 85.7% | 62.3%+23.4pp | 69.3%+16.5pp | 70.7%+15.0pp |
| Annual return | 21.12% | 19.07%+2.0pp | 41.31%-20.2pp | 28.51%-7.4pp |
| Employer contribution / active EE | $1,063 | $1,625-34.6% | $2,498-57.5% | $2,270-53.2% |
| Participant deferral / active EE | $4,224 | $2,762+52.9% | $3,722+13.5% | $3,740+12.9% |
| Admin fee / account holder | $289 | $493-41.3% | $5,665-94.9% | $513-43.7% |