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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP8+ years Service code 15 · EIN 39-0758449 | Recordkeeping | $37,006 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 22 · EIN 84-4519624 | Insurance Broker | $28,936 |
HAWKINS ASH CPAS3 years Filed as: HAWKINS & ASH, CPAS Service code 10 · EIN 39-0912608 520 N. BROADWAY, SUITE 250 · GREEN BAY, WI 54303 | Accounting | $8,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,720 | $82,978-11.2% | $129,995-43.3% | $71,457+3.2% |
| Participation rate | 80.3% | 74.1%+6.3pp | 78.5%+1.9pp | 67.9%+12.4pp |
| Annual return | 18.54% | 20.60%-2.1pp | -137.18%+155.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $687 | $2,622-73.8% | $4,320-84.1% | $2,588-73.4% |
| Participant deferral / active EE | $3,412 | $4,432-23.0% | $5,820-41.4% | $4,289-20.4% |
| Admin fee / account holder | $423 | $1,729-75.5% | $10,614-96.0% | $1,587-73.3% |