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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $53,969 |
WIPFLI LLP1 year Service code 15 · EIN 39-0758449 | Recordkeeping | $3,441 |
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 | $198,777 | $55,470+258.4% | $155,556+27.8% | $74,478+166.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.47% | 269.80%-257.3pp | 64.84%-52.4pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $7,781 | $2,267+243.3% | $4,675+66.4% | $2,626+196.3% |
| Participant deferral / active EE | $6,894 | $2,838+142.9% | $5,631+22.4% | $4,350+58.5% |
| Admin fee / account holder | $404 | $1,744-76.8% | $15,885-97.5% | $1,946-79.2% |