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| Provider | Service type | Compensation |
|---|---|---|
HENSSLER ASSET MANAGEMENT LLC1+ years Filed as: G W HENSSLER AND ASSOCIATES LTD Service code 27 3735 CHEROKEE ST · KENNESAW, GA 30144 | Advisory (Plan) | $109,277 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,964 |
ASCENSUS LLC1+ years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $62,597 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,269 | $191,300-72.7% | $103,065-49.3% | $200,096-73.9% |
| Participation rate | 98.9% | 93.4%+5.5pp | 80.6%+18.3pp | 72.0%+26.8pp |
| Annual return | 11.81% | 15.75%-3.9pp | 23.95%-12.1pp | 34.26%-22.4pp |
| Employer contribution / active EE | $1,872 | $6,666-71.9% | $4,675-60.0% | $3,038-38.4% |
| Participant deferral / active EE | $3,942 | $10,452-62.3% | $6,625-40.5% | $5,090-22.6% |
| Admin fee / account holder | $311 | $115+170.5% | $9,349-96.7% | $269+15.5% |