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| Provider | Service type | Compensation |
|---|---|---|
ORGEL WEALTH MANAGEMENT4 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,234-100.0% | $267,477-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.5%-35.5pp | 5.6%-5.6pp |
| Annual return | -10.79% | -14.45%+3.7pp | -38.86%+28.1pp | 39.82%-50.6pp |
| Employer contribution / active EE | $12,609 | $14,058-10.3% | $37,752-66.6% | $19,980-36.9% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |