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| Provider | Service type | Compensation |
|---|---|---|
ORGEL WEALTH MANAGEMENT5 years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 27 2420 RIVERS EDGE DRIVE · ALTOONA, WI 54720 | Advisory (Plan) | $17,962 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,976 |
Service code 13 · EIN 20-1694816 | Contract Administrator | $8,817 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,783 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,522 | $202,156-70.1% | $184,256-67.2% | - |
| Participation rate | 67.7% | 85.7%-18.0pp | 86.8%-19.1pp | - |
| Annual return | 14.12% | 6.91%+7.2pp | 28.85%-14.7pp | - |
| Employer contribution / active EE | $0 | $4,387-100.0% | $6,427-100.0% | - |
| Participant deferral / active EE | $4,345 | $6,520-33.4% | $9,133-52.4% | - |
| Admin fee / account holder | $6,134 | $12,473-50.8% | $13,899-55.9% | - |