Filed July 24, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ROGERS WEALTH GROUP, INC.1+ years Filed as: ROGERS FINANCIAL Service code 27 · EIN 54-1699528 | Advisory (Plan) | $16,552 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 49 · EIN 22-1211670 | Other Services | $540 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,649 | $41,854+1.9% | $73,836-42.2% | $52,331-18.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 1.10% | 2.11%-1.0pp | 2268.06%-2267.0pp | 4.54%-3.4pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,827 | $2,498+173.3% | $3,583+90.6% | $3,022+125.9% |
| Admin fee / account holder | $3 | $493-99.4% | $4,882-99.9% | $592-99.5% |