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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP3 years Service code 14 · EIN 39-0758449 | Plan Administrator | $48,117 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $29,426 |
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 | $42,589 | $106,247-59.9% | $147,096-71.0% | $77,714-45.2% |
| Participation rate | 98.0% | 78.4%+19.6pp | 82.2%+15.8pp | 70.6%+27.4pp |
| Annual return | 7.41% | 56.87%-49.5pp | 419.75%-412.3pp | 31.26%-23.8pp |
| Employer contribution / active EE | $1,651 | $4,069-59.4% | $4,936-66.5% | $2,727-39.4% |
| Participant deferral / active EE | $3,935 | $7,996-50.8% | $8,071-51.2% | $4,649-15.4% |
| Admin fee / account holder | $102 | $338-69.8% | $13,005-99.2% | $433-76.5% |