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| Provider | Service type | Compensation |
|---|---|---|
ORGEL WEALTH MANAGEMENT2+ years Filed as: ORGEL WEALTH MANAGEMENT, LLC Service code 99 2420 RIVERS EDGE DRIVE · ALTOONA, WI 54720 | Other Fees | $24,756 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $16,395 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,725 | $52,306+75.4% | $69,779+31.5% | $62,881+45.9% |
| Participation rate | 90.7% | 67.2%+23.5pp | 71.8%+18.9pp | 69.3%+21.4pp |
| Annual return | 6.36% | 13.35%-7.0pp | 12.99%-6.6pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,164 | $2,395-9.6% | $2,931-26.2% | $3,203-32.4% |
| Admin fee / account holder | $385 | $3,691-89.6% | $4,381-91.2% | $4,296-91.0% |