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| Provider | Service type | Compensation |
|---|---|---|
ROGERS WEALTH GROUP, INC.1+ years Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $161,867 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Trustee (directed); Custodial (securi... | $21,837 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $83,174 | $80,177+3.7% | $123,894-32.9% | $57,658+44.3% |
| Participation rate | 64.5% | 74.4%-9.9pp | 81.4%-16.9pp | 70.2%-5.7pp |
| Annual return | 0.07% | 17.90%-17.8pp | 47.52%-47.4pp | 5.13%-5.1pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,762 | $5,130-26.7% | $5,984-37.1% | $3,061+22.9% |
| Admin fee / account holder | $385 | $106+262.1% | $8,357-95.4% | $95+307.2% |