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| Provider | Service type | Compensation |
|---|---|---|
ROGERS WEALTH GROUP, INC.8+ years Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $221,734 |
MATRIX TRUST COMPANY3 years Filed as: MATRIX TRUST COMPAY Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $10,807 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,456 | $95,417+45.1% | $135,974+1.8% | $74,460+85.9% |
| Participation rate | 52.9% | 78.2%-25.3pp | 81.9%-29.0pp | 70.7%-17.8pp |
| Annual return | -5.59% | 32.76%-38.4pp | 68.30%-73.9pp | 34.38%-40.0pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $4,904 | $7,789-37.0% | $7,760-36.8% | $4,530+8.3% |
| Admin fee / account holder | $508 | $266+90.8% | $10,767-95.3% | $348+46.0% |