Filed April 11, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ORGEL WEALTH MANAGEMENT10+ years Service code 27 2420 RIVERS EDGE DR · ALTOONA, WI 54720 | Advisory (Plan) | $115,626 |
MILLIMAN, INC.9 years Service code 15 · EIN 91-0675641 | Recordkeeping | $89,991 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $31,604 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,533 | $129,021-24.4% | $184,203-47.1% | $77,643+25.6% |
| Participation rate | 97.6% | 87.3%+10.3pp | 86.8%+10.8pp | 70.6%+27.0pp |
| Annual return | 14.94% | 33.27%-18.3pp | 28.81%-13.9pp | 31.24%-16.3pp |
| Employer contribution / active EE | $4,329 | $4,413-1.9% | $6,427-32.6% | $2,726+58.8% |
| Participant deferral / active EE | $7,913 | $7,297+8.4% | $9,131-13.3% | $4,647+70.3% |
| Admin fee / account holder | $212 | $254-16.4% | $13,901-98.5% | $430-50.7% |