Filed February 5, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ORGEL WEALTH MANAGEMENT2+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $12,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,888 | $44,425+25.8% | $67,834-17.6% | $55,167+1.3% |
| Participation rate | 53.7% | 59.7%-6.0pp | 68.8%-15.1pp | 69.0%-15.3pp |
| Annual return | 6.46% | 17.80%-11.3pp | 138.47%-132.0pp | 169.23%-162.8pp |
| Employer contribution / active EE | $675 | $1,351-50.0% | $2,403-71.9% | $1,963-65.6% |
| Participant deferral / active EE | $1,924 | $2,166-11.2% | $3,160-39.1% | $3,054-37.0% |
| Admin fee / account holder | $173 | $530-67.3% | $4,622-96.3% | $504-65.6% |