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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP1 year Service code 15 · EIN 39-0758449 | Recordkeeping | $60,120 |
ORGEL WEALTH MANAGEMENT5+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $47,972 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,706 | $52,967+148.7% | $172,753-23.8% | $65,186+102.0% |
| Participation rate | 84.9% | 66.2%+18.7pp | 82.6%+2.3pp | 70.2%+14.7pp |
| Annual return | 16.93% | 30.12%-13.2pp | 803.00%-786.1pp | 29.39%-12.5pp |
| Employer contribution / active EE | $4,157 | $2,190+89.8% | $5,144-19.2% | $2,177+91.0% |
| Participant deferral / active EE | $3,246 | $2,471+31.4% | $5,198-37.5% | $3,514-7.6% |
| Admin fee / account holder | $516 | $472+9.2% | $13,956-96.3% | $847-39.1% |