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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,232 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MSSB Service code 16 · EIN 26-4310844 | Consulting | $54,607 |
NICOLET NATIONAL BANK1+ years Filed as: NICOLET NATIONAL BANK RETIRMENT PL Service code 16 · EIN 39-1990426 | Consulting | $8,671 |
WIPFLI LLP1+ years Service code 10 · EIN 39-0758449 | Accounting | $8,600 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,181 | $57,096+15.9% | $94,229-29.8% | $55,191+19.9% |
| Participation rate | 96.2% | 75.7%+20.6pp | 78.8%+17.5pp | 69.2%+27.1pp |
| Annual return | 0.44% | 159.65%-159.2pp | 10.68%-10.2pp | 10.78%-10.3pp |
| Employer contribution / active EE | $1,832 | $1,708+7.3% | $3,587-48.9% | $1,899-3.5% |
| Participant deferral / active EE | $4,269 | $3,165+34.9% | $4,320-1.2% | $3,046+40.1% |
| Admin fee / account holder | $259 | $89+190.1% | $6,269-95.9% | $91+185.2% |