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| Provider | Service type | Compensation |
|---|---|---|
ROGERS WEALTH GROUP, INC.1+ years Service code 28 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Investment Management | $26,288 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,202 | $60,165-29.9% | $74,183-43.1% | $55,167-23.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 1.15% | 10.00%-8.8pp | 17.74%-16.6pp | 169.23%-168.1pp |
| Employer contribution / active EE | $1,962 | $1,600+22.6% | $2,370-17.2% | $1,9630% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $169 | $419-59.7% | $5,586-97.0% | $504-66.4% |