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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS,C Service code 15 · EIN 13-3689044 | Recordkeeping | $568 |
ERISA SERVICES, INC.1+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $470 |
HENSSLER ASSET MANAGEMENT LLC1+ years Filed as: G. W. HENSSLER & ASSOCIATES, LTD Service code 27 · EIN 58-2189215 | Advisory (Plan) | $109 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $51 |
RPA FINANCIAL, LLC1+ years Filed as: RPA FINANCIAL LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $11 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,896 | $30,107-90.4% | $61,452-95.3% | $64,819-95.5% |
| Participation rate | 10.2% | 36.4%-26.2pp | 52.6%-42.4pp | 71.5%-61.3pp |
| Annual return | 0.00% | -13.99%+14.0pp | 338.96%-339.0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $76 | $537-85.8% | $1,160-93.4% | $2,507-97.0% |
| Participant deferral / active EE | $195 | $1,126-82.7% | $2,125-90.8% | $4,311-95.5% |
| Admin fee / account holder | $18 | $148-87.6% | $2,131-99.1% | $188-90.2% |