Filed November 30, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ORGEL WEALTH MANAGEMENT9 years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $85,840 |
WIPFLI LLP10+ years Service code 14 P.O. BOX 8010 · MILWAUKEE, WI 53210 | Plan Administrator | $81,752 |
CLIFTONLARSONALLEN LLP10+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 P.O. BOX 547 · TOMAH, WI 54660 | Accounting | $8,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,765 | $50,919+141.1% | $155,556-21.1% | $77,762+57.9% |
| Participation rate | 77.5% | 63.1%+14.4pp | 78.2%-0.7pp | 70.6%+6.9pp |
| Annual return | 13.86% | 34.84%-21.0pp | 64.84%-51.0pp | 31.27%-17.4pp |
| Employer contribution / active EE | $2,770 | $1,991+39.1% | $4,675-40.7% | $2,728+1.6% |
| Participant deferral / active EE | $5,934 | $2,824+110.1% | $5,631+5.4% | $4,651+27.6% |
| Admin fee / account holder | $351 | $437-19.7% | $15,885-97.8% | $433-19.0% |