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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP4 years Service code 15 · EIN 39-0758449 | Recordkeeping | $54,805 |
ORGEL WEALTH MANAGEMENT8+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $48,673 |
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 | $112,611 | $65,125+72.9% | $143,797-21.7% | $66,949+68.2% |
| Participation rate | 79.7% | 65.2%+14.5pp | 80.3%-0.6pp | 69.8%+9.9pp |
| Annual return | -14.66% | -11.13%-3.5pp | -0.04%-14.6pp | 1.57%-16.2pp |
| Employer contribution / active EE | $4,234 | $2,362+79.2% | $4,952-14.5% | $2,545+66.3% |
| Participant deferral / active EE | $3,210 | $2,920+9.9% | $5,638-43.1% | $4,239-24.3% |
| Admin fee / account holder | $484 | $503-3.8% | $14,679-96.7% | $594-18.5% |