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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $16,544 |
WIPFLI LLP9 years Service code 14 · EIN 39-0758449 | Plan Administrator | $14,268 |
WIPFLI LLP1 year Filed as: WIPFLI ADVISORY Service code 14 · EIN 39-3647910 | Plan Administrator | $5,513 |
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.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,409 | $47,105-18.5% | $68,368-43.8% | $67,986-43.5% |
| Participation rate | 35.0% | 51.8%-16.8pp | 73.8%-38.8pp | 57.2%-22.3pp |
| Annual return | 16.54% | 48.37%-31.8pp | 292.57%-276.0pp | 31.67%-15.1pp |
| Employer contribution / active EE | $626 | $1,859-66.3% | $2,649-76.4% | $2,019-69.0% |
| Participant deferral / active EE | $895 | $2,374-62.3% | $4,123-78.3% | $3,358-73.3% |
| Admin fee / account holder | $311 | $2,435-87.2% | $5,150-94.0% | $3,203-90.3% |