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| Provider | Service type | Compensation |
|---|---|---|
NICOLET NATIONAL BANK10+ years Filed as: NICOLET NATIONAL BANK RETIRMENT PL Service code 16 · EIN 39-1990426 | Consulting | $111,716 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $26,738 |
BAKER TILLY US, LLP5 years Service code 10 3850 N ALVIN ST · APPLETON, WI 54913 | Accounting | $12,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,278 | $89,435+35.6% | $164,975-26.5% | $77,714+56.1% |
| Participation rate | 98.7% | 78.6%+20.0pp | 78.6%+20.0pp | 70.6%+28.1pp |
| Annual return | 21.80% | 28.82%-7.0pp | 70.12%-48.3pp | 31.26%-9.5pp |
| Employer contribution / active EE | $2,351 | $2,563-8.3% | $4,343-45.9% | $2,727-13.8% |
| Participant deferral / active EE | $6,146 | $4,901+25.4% | $6,033+1.9% | $4,649+32.2% |
| Admin fee / account holder | $182 | $340-46.4% | $12,688-98.6% | $433-58.0% |