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) | $21,789 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 64 · EIN 22-1211670 | Recordkeeping Fees | $365 |
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 | $49,806 | $41,854+19.0% | $73,836-32.5% | $52,331-4.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | -0.12% | 2.11%-2.2pp | 2268.06%-2268.2pp | 4.54%-4.7pp |
| Employer contribution / active EE | $4,717 | $1,920+145.6% | $2,787+69.2% | $1,882+150.7% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | $21 | $493-95.8% | $4,882-99.6% | $592-96.5% |