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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP5 years Service code 15 · EIN 39-0758449 | Recordkeeping | $45,064 |
ORGEL WEALTH MANAGEMENT9+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $42,695 |
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 | $102,712 | $61,356+67.4% | $149,696-31.4% | $71,511+43.6% |
| Participation rate | 93.5% | 62.5%+31.0pp | 78.8%+14.7pp | 67.9%+25.6pp |
| Annual return | 15.26% | 35.86%-20.6pp | 134.46%-119.2pp | 28.86%-13.6pp |
| Employer contribution / active EE | $4,414 | $2,382+85.3% | $4,821-8.4% | $2,589+70.5% |
| Participant deferral / active EE | $3,516 | $2,920+20.4% | $5,682-38.1% | $4,291-18.1% |
| Admin fee / account holder | $371 | $1,263-70.7% | $13,212-97.2% | $1,588-76.7% |