Filed June 25, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $37,088 |
WIPFLI LLP8 years Service code 15 · EIN 39-0758449 | Recordkeeping | $25,357 |
HAWKINS ASH CPAS3 years Filed as: HAKINS ASH CPAS, LLP Service code 10 · EIN 39-0912608 | Accounting | $9,900 |
WIPFLI LLP1 year Filed as: WIPFLI ADVISORY LLC Service code 15 · EIN 39-3647910 | Recordkeeping | $8,034 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,973 | $132,049-38.7% | $200,582-59.6% | $74,304+9.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 16.52% | 22.22%-5.7pp | 42.33%-25.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,073 | $4,558-54.5% | $6,419-67.7% | $2,241-7.5% |
| Participant deferral / active EE | $5,707 | $7,213-20.9% | $9,331-38.8% | $3,767+51.5% |
| Admin fee / account holder | $591 | $2,405-75.4% | $16,305-96.4% | $2,969-80.1% |