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| Provider | Service type | Compensation |
|---|---|---|
ROGERS WEALTH GROUP, INC.3+ years Filed as: ROGERS WEALTH GROUP Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $583,837 |
MATRIX TRUST COMPANY3+ years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $36,528 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,514 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,094 | $103,590-72.9% | $95,740-70.7% | $103,590-72.9% |
| Participation rate | 92.4% | 73.3%+19.1pp | 72.3%+20.2pp | 73.3%+19.1pp |
| Annual return | 17.92% | 33.13%-15.2pp | 28.41%-10.5pp | 33.13%-15.2pp |
| Employer contribution / active EE | $833 | $3,213-74.1% | $2,836-70.6% | $3,213-74.1% |
| Participant deferral / active EE | $2,397 | $5,214-54.0% | $4,244-43.5% | $5,214-54.0% |
| Admin fee / account holder | $92 | $114-19.1% | $5,676-98.4% | $114-19.1% |