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| Provider | Service type | Compensation |
|---|---|---|
ROGERS WEALTH GROUP, INC.2+ years Service code 15 | Recordkeeping | $9,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,179 | $60,165-51.5% | $74,184-60.7% | $55,167-47.1% |
| Participation rate | 27.0% | 74.2%-47.2pp | 76.6%-49.7pp | 69.0%-42.0pp |
| Annual return | 8.76% | 10.00%-1.2pp | 17.74%-9.0pp | 169.23%-160.5pp |
| Employer contribution / active EE | $797 | $1,600-50.2% | $2,370-66.4% | $1,963-59.4% |
| Participant deferral / active EE | $1,632 | $2,973-45.1% | $3,550-54.0% | $3,054-46.6% |
| Admin fee / account holder | $289 | $419-31.0% | $5,586-94.8% | $504-42.6% |