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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $34,684 |
WIPFLI LLP8 years Service code 15 · EIN 39-0758449 | Recordkeeping | $10,252 |
GASSNER COMPANY, S.C.1 year Filed as: GASSNER COMPANY S.C. Service code 10 117 S THIRD AVE · WAUSAU, WI 54401 | Accounting | $6,397 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,312 | $80,748-9.2% | $102,383-28.4% | $74,429-1.5% |
| Participation rate | 67.6% | 65.7%+2.0pp | 74.5%-6.9pp | 67.2%+0.4pp |
| Annual return | 18.29% | 27.57%-9.3pp | 24.94%-6.6pp | 1368.38%-1350.1pp |
| Employer contribution / active EE | $1,667 | $3,159-47.2% | $3,870-56.9% | $2,625-36.5% |
| Participant deferral / active EE | $3,039 | $3,861-21.3% | $5,060-39.9% | $4,348-30.1% |
| Admin fee / account holder | $333 | $2,371-85.9% | $8,391-96.0% | $1,944-82.9% |