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| Provider | Service type | Compensation |
|---|---|---|
ROGERS WEALTH GROUP, INC.1+ years Filed as: ROGERS FINANCIAL Service code 27 2262 BLUE STONE HILL DRIVE · HARRISONBURG, VA 22801 | Advisory (Plan) | $130,111 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $8,249 |
TD AMERITRADE, INC.1+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $3,437 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $3,120 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $900 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 | Recordkeeping | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,396 | $86,791-16.6% | $115,037-37.1% | $59,188+22.3% |
| Participation rate | 95.7% | 72.8%+22.9pp | 81.4%+14.4pp | 69.4%+26.3pp |
| Annual return | 0.36% | 4.44%-4.1pp | 26.14%-25.8pp | 5.51%-5.2pp |
| Employer contribution / active EE | $3,397 | $2,950+15.2% | $4,608-26.3% | $2,098+61.9% |
| Participant deferral / active EE | $4,967 | $5,298-6.2% | $6,026-17.6% | $3,265+52.1% |
| Admin fee / account holder | $61 | $95-35.3% | $8,175-99.2% | $92-33.4% |