Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP5 years Filed as: WIPFLI FINANCIAL ADVISORS, LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $17,154 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $7,753 |
WIPFLI LLP7 years Service code 15 · EIN 39-0758449 | Recordkeeping | $6,306 |
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 | $70,482 | $76,696-8.1% | $96,515-27.0% | $71,511-1.4% |
| Participation rate | 61.9% | 66.6%-4.7pp | 74.3%-12.5pp | 67.9%-6.1pp |
| Annual return | -7.18% | 48.32%-55.5pp | 35.73%-42.9pp | 28.86%-36.0pp |
| Employer contribution / active EE | $1,282 | $3,032-57.7% | $3,740-65.7% | $2,589-50.5% |
| Participant deferral / active EE | $2,894 | $3,770-23.2% | $4,880-40.7% | $4,291-32.6% |
| Admin fee / account holder | $312 | $2,030-84.6% | $6,735-95.4% | $1,588-80.3% |