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| Provider | Service type | Compensation |
|---|---|---|
ORGEL WEALTH MANAGEMENT2 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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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 6.32% | 9.03%-2.7pp | 90.61%-84.3pp | 627.08%-620.8pp |
| Employer contribution / active EE | $4,558 | $13,843-67.1% | $32,730-86.1% | $18,824-75.8% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |