Filed February 5, 2018 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ORGEL WEALTH MANAGEMENT7+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $20,755 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $767,589 | $60,788+1162.7% | $85,709+795.6% | $79,391+866.8% |
| Participation rate | 0.0% | 62.1%-62.1pp | 69.9%-69.9pp | 70.7%-70.7pp |
| Annual return | 16.35% | 16.57%-0.2pp | 21.49%-5.1pp | 116.88%-100.5pp |
| Employer contribution / active EE | $773 | $1,664-53.5% | $2,619-70.5% | $2,428-68.1% |
| Participant deferral / active EE | $2,191 | $2,920-25.0% | $3,924-44.2% | $4,046-45.9% |
| Admin fee / account holder | $1,995 | $439+354.6% | $6,876-71.0% | $627+218.4% |