Filed October 19, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP1 year Filed as: WIPFLI FINANCIAL ADVISORS, LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $31,423 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $9,709 |
WIPFLI LLP1 year Service code 15 · EIN 39-0758449 | Recordkeeping | $5,275 |
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 | $183,313 | $102,661+78.6% | $151,639+20.9% | $66,938+173.9% |
| Participation rate | 92.9% | 85.5%+7.4pp | 87.5%+5.4pp | 69.8%+23.1pp |
| Annual return | 2.78% | -10.81%+13.6pp | 3.34%-0.6pp | 1.58%+1.2pp |
| Employer contribution / active EE | $5,165 | $4,184+23.4% | $6,165-16.2% | $2,545+102.9% |
| Participant deferral / active EE | $4,672 | $6,645-29.7% | $8,363-44.1% | $4,238+10.2% |
| Admin fee / account holder | $537 | $630-14.8% | $11,613-95.4% | $594-9.5% |