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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 26 · EIN 84-4519624 5400 W 100TH STREET · OVERLAND PARK, KS 66211 | Advisory (Participants) | $25,261 |
WIPFLI LLP1 year Service code 15 · EIN 39-0758449 PO BOX 8010 · WAUSAU, WI 544028010 | Recordkeeping | $15,600 |
WIPFLI LLP1 year Filed as: WIPFLI ADVISORY LLC Service code 15 · EIN 39-3647910 500 N FIRST STREET · WAUSAU, WI 54403 | Recordkeeping | $6,270 |
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 | $37,473 | $80,705-53.6% | $115,768-67.6% | $67,986-44.9% |
| Participation rate | 81.6% | 63.0%+18.6pp | 74.4%+7.2pp | 57.2%+24.4pp |
| Annual return | 18.33% | 18.49%-0.2pp | 100.46%-82.1pp | 31.67%-13.3pp |
| Employer contribution / active EE | $2,066 | $2,046+0.9% | $2,940-29.7% | $2,019+2.3% |
| Participant deferral / active EE | $5,379 | $3,559+51.1% | $4,917+9.4% | $3,358+60.2% |
| Admin fee / account holder | $377 | $4,135-90.9% | $12,439-97.0% | $3,203-88.2% |