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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROGERS WEALTH GROUP, INC Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $7,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,810 | $49,138-80.0% | $84,021-88.3% | $65,185-85.0% |
| Participation rate | 37.6% | 60.7%-23.2pp | 69.0%-31.4pp | 70.2%-32.6pp |
| Annual return | 5.47% | 23.00%-17.5pp | 71.32%-65.8pp | 29.38%-23.9pp |
| Employer contribution / active EE | $369 | $914-59.6% | $1,984-81.4% | $2,177-83.1% |
| Participant deferral / active EE | $1,711 | $2,397-28.6% | $3,239-47.2% | $3,514-51.3% |
| Admin fee / account holder | $112 | $543-79.4% | $6,102-98.2% | $847-86.8% |