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| Provider | Service type | Compensation |
|---|---|---|
ORGEL WEALTH MANAGEMENT6 years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 27 · EIN 46-2793932 2420 RIVERS EDGE DRIVE · ALTOONA, WI 54720 | Advisory (Plan) | $0 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | 4.22% | 7.03%-2.8pp | 9.82%-5.6pp | 7.65%-3.4pp |
| Employer contribution / active EE | $16,921 | $15,106+12.0% | $30,322-44.2% | $20,582-17.8% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |