Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $89,465+35.6% | $165,100-26.5% | $77,762+56.0% |
| Participation rate | 98.7% | 78.6%+20.0pp | 78.6%+20.0pp | 70.6%+28.1pp |
| Annual return | 21.80% | 28.86%-7.1pp | 70.21%-48.4pp | 31.27%-9.5pp |
| Employer contribution / active EE | $2,351 | $2,565-8.3% | $4,348-45.9% | $2,728-13.8% |
| Participant deferral / active EE | $6,146 | $4,904+25.3% | $6,035+1.8% | $4,651+32.1% |
| Admin fee / account holder | $182 | $340-46.4% | $12,696-98.6% | $433-58.0% |