Filed March 27, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROGERS WEALTH GROUP Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $90,652 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $586 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,741 | $50,919-51.4% | $155,556-84.1% | $77,762-68.2% |
| Participation rate | 96.3% | 63.1%+33.2pp | 78.2%+18.1pp | 70.6%+25.7pp |
| Annual return | 9.66% | 34.84%-25.2pp | 64.84%-55.2pp | 31.27%-21.6pp |
| Employer contribution / active EE | $1,537 | $1,991-22.8% | $4,675-67.1% | $2,728-43.6% |
| Participant deferral / active EE | $4,453 | $2,824+57.7% | $5,631-20.9% | $4,651-4.2% |
| Admin fee / account holder | $167 | $437-61.7% | $15,885-98.9% | $433-61.3% |