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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 | $80,674-0.4% | $119,126-32.5% | $64,340+24.9% |
| Participation rate | 65.1% | 55.2%+9.9pp | 75.8%-10.6pp | 55.2%+9.9pp |
| Annual return | 6.10% | 26.86%-20.8pp | 282.11%-276.0pp | 24.14%-18.0pp |
| Employer contribution / active EE | $1,754 | $2,564-31.6% | $4,034-56.5% | $1,862-5.8% |
| Participant deferral / active EE | $3,295 | $3,053+7.9% | $5,318-38.0% | $2,980+10.5% |
| Admin fee / account holder | $430 | $4,559-90.6% | $10,693-96.0% | $3,703-88.4% |