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| Provider | Service type | Compensation |
|---|---|---|
ORGEL WEALTH MANAGEMENT2 years Filed as: ORGEL WEALTH MANAGEMENT LLC Service code 17 · EIN 46-2793932 | Pension Consulting | $73,817 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $2,156 |
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 | $192,859 | $61,356+214.3% | $149,696+28.8% | $71,511+169.7% |
| Participation rate | 93.8% | 62.5%+31.3pp | 78.8%+15.1pp | 67.9%+25.9pp |
| Annual return | 15.23% | 35.86%-20.6pp | 134.46%-119.2pp | 28.86%-13.6pp |
| Employer contribution / active EE | $8,059 | $2,382+238.4% | $4,821+67.2% | $2,589+211.3% |
| Participant deferral / active EE | $7,906 | $2,920+170.8% | $5,682+39.1% | $4,291+84.3% |
| Admin fee / account holder | $315 | $1,263-75.0% | $13,212-97.6% | $1,588-80.2% |