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| Provider | Service type | Compensation |
|---|---|---|
ROGERS WEALTH GROUP, INC.5+ years Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $16,448 |
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.)
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 | $53,366 | $65,376-18.4% | $87,104-38.7% | $65,185-18.1% |
| Participation rate | 31.7% | 75.3%-43.7pp | 76.9%-45.2pp | 70.2%-38.5pp |
| Annual return | 21.57% | 31.27%-9.7pp | 28.19%-6.6pp | 29.38%-7.8pp |
| Employer contribution / active EE | $976 | $1,822-46.5% | $2,521-61.3% | $2,177-55.2% |
| Participant deferral / active EE | $1,661 | $3,388-51.0% | $4,048-59.0% | $3,514-52.7% |
| Admin fee / account holder | $435 | $520-16.3% | $7,491-94.2% | $847-48.7% |