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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP6 years Service code 15 · EIN 39-0758449 | Recordkeeping | $52,223 |
ORGEL WEALTH MANAGEMENT10+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $47,251 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,392 | $55,470+97.2% | $155,556-29.7% | $74,478+46.9% |
| Participation rate | 95.0% | 61.9%+33.1pp | 78.2%+16.8pp | 67.2%+27.8pp |
| Annual return | 11.88% | 269.80%-257.9pp | 64.84%-53.0pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $4,604 | $2,267+103.1% | $4,675-1.5% | $2,626+75.3% |
| Participant deferral / active EE | $3,906 | $2,838+37.6% | $5,631-30.6% | $4,350-10.2% |
| Admin fee / account holder | $428 | $1,744-75.4% | $15,885-97.3% | $1,946-78.0% |