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 MANAGEMENT8+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $20,868 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,704 | $63,471+8.2% | $68,808-0.2% | $66,938+2.6% |
| Participation rate | 51.2% | 60.0%-8.8pp | 69.0%-17.8pp | 69.8%-18.6pp |
| Annual return | -14.35% | -8.29%-6.1pp | -6.37%-8.0pp | 1.58%-15.9pp |
| Employer contribution / active EE | $850 | $1,776-52.2% | $2,656-68.0% | $2,545-66.6% |
| Participant deferral / active EE | $2,581 | $2,946-12.4% | $3,942-34.5% | $4,238-39.1% |
| Admin fee / account holder | $208 | $578-64.0% | $4,936-95.8% | $594-65.0% |