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 MANAGEMENT9+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $17,943 |
WIPFLI LLP9+ years Service code 14 · EIN 39-0758499 | Plan Administrator | $6,948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,686 | $51,166+51.8% | $70,544+10.1% | $71,511+8.6% |
| Participation rate | 54.1% | 59.4%-5.3pp | 68.4%-14.3pp | 67.9%-13.9pp |
| Annual return | 12.70% | 42.71%-30.0pp | 32.79%-20.1pp | 28.86%-16.2pp |
| Employer contribution / active EE | $957 | $1,793-46.6% | $2,976-67.8% | $2,589-63.0% |
| Participant deferral / active EE | $2,546 | $3,031-16.0% | $4,568-44.3% | $4,291-40.6% |
| Admin fee / account holder | $254 | $2,000-87.3% | $6,427-96.0% | $1,588-84.0% |