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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $38,387 |
WIPFLI LLP9 years Service code 15 · EIN 39-0758449 | Recordkeeping | $16,483 |
KERBER, ROSE S.C.1 year Filed as: KERBERROSE S.C. Service code 10 487 RIVERWOOD LANE · GREEN BAY, WI 54313 | Accounting | $8,000 |
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 | $80,369 | $90,170-10.9% | $150,734-46.7% | $69,733+15.3% |
| Participation rate | 65.1% | 60.2%+4.9pp | 78.4%-13.3pp | 62.5%+2.7pp |
| Annual return | 6.10% | 16.56%-10.5pp | 600.81%-594.7pp | 15.22%-9.1pp |
| Employer contribution / active EE | $1,754 | $3,428-48.8% | $4,918-64.3% | $2,250-22.1% |
| Participant deferral / active EE | $3,295 | $3,086+6.8% | $5,610-41.3% | $3,054+7.9% |
| Admin fee / account holder | $430 | $4,600-90.6% | $14,905-97.1% | $3,102-86.1% |