Filed October 15, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ROGERS WEALTH GROUP, INC.1+ years Filed as: ROGERS FINANCIAL Service code 27 2262 BLUESTONE HILL DRIVE · HARRISONBURG, VA 22801 | Advisory (Plan) | $66,336 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $52,658 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,448 | $36,978-39.3% | $155,789-85.6% | $59,188-62.1% |
| Participation rate | 36.6% | 62.7%-26.1pp | 76.1%-39.5pp | 69.4%-32.8pp |
| Annual return | 0.15% | 5.44%-5.3pp | 71.54%-71.4pp | 5.51%-5.4pp |
| Employer contribution / active EE | $353 | $1,222-71.1% | $3,839-90.8% | $2,098-83.2% |
| Participant deferral / active EE | $1,052 | $2,795-62.4% | $4,798-78.1% | $3,265-67.8% |
| Admin fee / account holder | $170 | $65+160.5% | $7,477-97.7% | $92+83.8% |