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| Provider | Service type | Compensation |
|---|---|---|
ROGERS WEALTH GROUP, INC.2+ years Filed as: ROGERS WEALTH GROUP Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $578,690 |
MATRIX TRUST COMPANY2+ years Service code 18 · EIN 75-3182674 | Custodial (securities); Custodial (ot... | $35,376 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,875 | $45,959-52.4% | $91,225-76.0% | $77,906-71.9% |
| Participation rate | 96.6% | 66.3%+30.3pp | 73.2%+23.4pp | 73.7%+22.9pp |
| Annual return | -6.44% | -5.32%-1.1pp | 114.12%-120.6pp | 12.16%-18.6pp |
| Employer contribution / active EE | $711 | $1,451-51.0% | $2,851-75.1% | $2,846-75.0% |
| Participant deferral / active EE | $2,230 | $3,283-32.1% | $4,233-47.3% | $4,805-53.6% |
| Admin fee / account holder | $85 | $99-13.5% | $5,422-98.4% | $133-35.5% |