Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ROGERS WEALTH GROUP, INC.6+ years Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $21,267 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $59,045 | $78,428-24.7% | $95,960-38.5% | $79,852-26.1% |
| Participation rate | 58.5% | 73.5%-15.0pp | 77.1%-18.6pp | 69.6%-11.1pp |
| Annual return | 10.40% | 19.37%-9.0pp | 91.63%-81.2pp | 31.72%-21.3pp |
| Employer contribution / active EE | $2,044 | $1,945+5.1% | $2,541-19.6% | $2,471-17.3% |
| Participant deferral / active EE | $3,661 | $3,440+6.4% | $4,167-12.1% | $3,740-2.1% |
| Admin fee / account holder | $576 | $5,622-89.8% | $6,797-91.5% | $5,306-89.1% |