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| Provider | Service type | Compensation |
|---|---|---|
ORGEL WEALTH MANAGEMENT6+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $57,380 |
WIPFLI LLP2 years Service code 15 · EIN 39-0758449 | Recordkeeping | $35,858 |
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 | $139,667 | $58,895+137.1% | $178,503-21.8% | $73,497+90.0% |
| Participation rate | 82.7% | 66.2%+16.4pp | 81.9%+0.7pp | 70.7%+12.0pp |
| Annual return | 13.56% | 24.86%-11.3pp | 151.12%-137.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $4,747 | $2,236+112.3% | $5,011-5.3% | $2,270+109.1% |
| Participant deferral / active EE | $3,770 | $2,567+46.9% | $5,202-27.5% | $3,740+0.8% |
| Admin fee / account holder | $446 | $400+11.4% | $13,987-96.8% | $513-13.1% |