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| Provider | Service type | Compensation |
|---|---|---|
ROGERS WEALTH GROUP, INC.4+ years Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $231,762 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Trustee (directed); Custodial (securi... | $26,899 |
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.
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 | $111,050 | $88,122+26.0% | $141,197-21.4% | $67,582+64.3% |
| Participation rate | 57.5% | 76.5%-19.0pp | 82.5%-25.0pp | 71.3%-13.8pp |
| Annual return | 1.03% | 75.40%-74.4pp | 71.41%-70.4pp | 378.57%-377.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,045 | $5,958-32.1% | $6,710-39.7% | $3,539+14.3% |
| Admin fee / account holder | $539 | $131+311.6% | $10,265-94.8% | $142+278.6% |