Filed February 5, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ORGEL WEALTH MANAGEMENT5+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $15,635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $68,581 | $47,922+43.1% | $75,900-9.6% | $65,186+5.2% |
| Participation rate | 51.5% | 63.0%-11.5pp | 69.3%-17.8pp | 70.2%-18.7pp |
| Annual return | 19.39% | 24.12%-4.7pp | 30.73%-11.3pp | 29.39%-10.0pp |
| Employer contribution / active EE | $870 | $1,557-44.1% | $2,501-65.2% | $2,177-60.0% |
| Participant deferral / active EE | $2,170 | $2,550-14.9% | $3,604-39.8% | $3,514-38.3% |
| Admin fee / account holder | $189 | $532-64.5% | $5,421-96.5% | $847-77.7% |