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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP8 years Service code 14 · EIN 39-0758449 | Plan Administrator | $19,516 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $15,078 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,218 | $60,454-45.1% | $81,844-59.4% | $74,459-55.4% |
| Participation rate | 31.2% | 63.0%-31.7pp | 72.4%-41.2pp | 67.2%-36.0pp |
| Annual return | 10.52% | 16.87%-6.3pp | 778.87%-768.3pp | 1369.70%-1359.2pp |
| Employer contribution / active EE | $623 | $2,630-76.3% | $2,916-78.6% | $2,626-76.3% |
| Participant deferral / active EE | $933 | $3,398-72.5% | $4,323-78.4% | $4,350-78.6% |
| Admin fee / account holder | $302 | $1,490-79.8% | $7,355-95.9% | $1,945-84.5% |