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 |
|---|---|---|
Filed as: WALLACE, PLESE + DREHER, L.L.P. Service code 10 · EIN 86-0841383 | Accounting | $14,000 |
ORGEL WEALTH MANAGEMENT2 years Filed as: ORGEL WEALTH MANAGEMENT LLC Service code 27 2420 RIVERS EDGE DRIVE · ALTOONA, WI 54720 | Advisory (Plan) | $10,907 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INCE Service code 13 DBA FUTUREPLAN BY ASCENSUS · DRESHER, PA 19025 | Contract Administrator | $5,630 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,534 | $73,988-69.5% | $96,538-76.7% | $75,177-70.0% |
| Participation rate | 75.6% | 66.4%+9.2pp | 74.3%+1.3pp | 67.2%+8.4pp |
| Annual return | 7.26% | 26.73%-19.5pp | 35.74%-28.5pp | 160.75%-153.5pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $387 | $5,220-92.6% | $6,737-94.3% | $5,651-93.1% |