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| Provider | Service type | Compensation |
|---|---|---|
ORGEL WEALTH MANAGEMENT7+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $64,183 |
WIPFLI LLP3 years Service code 15 · EIN 39-0758449 | Recordkeeping | $35,132 |
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 | $136,355 | $61,166+122.9% | $185,849-26.6% | $79,391+71.8% |
| Participation rate | 79.9% | 66.6%+13.3pp | 81.7%-1.8pp | 70.7%+9.2pp |
| Annual return | 12.58% | 19.45%-6.9pp | 122.10%-109.5pp | 116.88%-104.3pp |
| Employer contribution / active EE | $4,703 | $2,321+102.6% | $5,169-9.0% | $2,428+93.7% |
| Participant deferral / active EE | $3,490 | $2,789+25.1% | $5,569-37.3% | $4,046-13.8% |
| Admin fee / account holder | $469 | $710-33.9% | $16,244-97.1% | $627-25.2% |