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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS,C Service code 15 · EIN 13-3689044 | Recordkeeping | $12,623 |
ERISA SERVICES, INC.3+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $6,142 |
HENSSLER ASSET MANAGEMENT LLC3+ years Filed as: G. W. HENSSLER & ASSOCIATES, LTD Service code 27 · EIN 58-2189215 | Advisory (Plan) | $5,351 |
RPA FINANCIAL, LLC2 years Service code 27 · EIN 58-8311433 | Advisory (Plan) | $535 |
RELIANCE TRUST COMPANY3+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $150 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $21 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,620 | $31,741-69.7% | $56,025-82.8% | $200,096-95.2% |
| Participation rate | 9.6% | 32.3%-22.7pp | 52.5%-42.9pp | 72.0%-62.4pp |
| Annual return | 17.76% | 14.72%+3.0pp | 1712.69%-1694.9pp | 34.26%-16.5pp |
| Employer contribution / active EE | $215 | $508-57.6% | $1,042-79.3% | $3,038-92.9% |
| Participant deferral / active EE | $375 | $1,184-68.3% | $1,955-80.8% | $5,090-92.6% |
| Admin fee / account holder | $812 | $426+90.5% | $2,828-71.3% | $269+201.5% |