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| Provider | Service type | Compensation |
|---|---|---|
ROGERS WEALTH GROUP, INC.1+ years Filed as: ROGERS WEALTH GROUP, INC Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $19,612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,363 | $50,464+17.6% | $75,784-21.7% | $52,331+13.4% |
| Participation rate | 10.5% | 66.8%-56.3pp | 75.8%-65.3pp | 68.1%-57.6pp |
| Annual return | -0.69% | 1.03%-1.7pp | 9.68%-10.4pp | 4.54%-5.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $579 | $2,570-77.5% | $3,652-84.1% | $3,022-80.8% |
| Admin fee / account holder | $1,173 | $1,103+6.4% | $5,300-77.9% | $592+98.4% |