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 | Claims processing; Participant loan 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 | $50,820-51.3% | $155,567-84.1% | $77,671-68.1% |
| Participation rate | 96.3% | 63.1%+33.2pp | 78.2%+18.1pp | 70.6%+25.7pp |
| Annual return | 9.66% | 34.85%-25.2pp | 64.74%-55.1pp | 31.21%-21.6pp |
| Employer contribution / active EE | $1,537 | $1,993-22.9% | $4,674-67.1% | $2,726-43.6% |
| Participant deferral / active EE | $4,453 | $2,823+57.8% | $5,628-20.9% | $4,648-4.2% |
| Admin fee / account holder | $167 | $436-61.6% | $15,916-98.9% | $430-61.1% |