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| Provider | Service type | Compensation |
|---|---|---|
ROGERS WEALTH GROUP, INC.2 years Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $44,879 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,342 | $79,171-57.9% | $102,423-67.4% | $74,495-55.2% |
| Participation rate | 51.2% | 74.8%-23.6pp | 76.5%-25.3pp | 67.2%-16.0pp |
| Annual return | 9.81% | 54.93%-45.1pp | 29.32%-19.5pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $1,347 | $2,362-43.0% | $3,023-55.4% | $2,623-48.6% |
| Participant deferral / active EE | $2,193 | $4,415-50.3% | $5,053-56.6% | $4,346-49.5% |
| Admin fee / account holder | $456 | $2,001-77.2% | $9,451-95.2% | $1,942-76.5% |