Filed February 5, 2018 (most recent of 2 filings on file)
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| 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,686 | $51,045+52.2% | $70,515+10.2% | $71,457+8.7% |
| Participation rate | 54.1% | 59.4%-5.3pp | 68.3%-14.3pp | 67.9%-13.8pp |
| Annual return | 12.70% | 42.63%-29.9pp | 32.77%-20.1pp | 28.85%-16.2pp |
| Employer contribution / active EE | $957 | $1,790-46.5% | $2,973-67.8% | $2,588-63.0% |
| Participant deferral / active EE | $2,546 | $3,026-15.9% | $4,567-44.2% | $4,289-40.6% |
| Admin fee / account holder | $254 | $1,994-87.3% | $6,412-96.0% | $1,587-84.0% |