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| Provider | Service type | Compensation |
|---|---|---|
NICOLET NATIONAL BANK2+ years Filed as: NICOLET NATIONAL BANK RETIRMENT PL Service code 16 · EIN 39-1990426 | Consulting | $54,713 |
Service code 37 · EIN 04-2647786 | Loan Processing | $52,116 |
WIPFLI LLP1 year Filed as: WIPFLI Service code 10 · EIN 39-0758449 | Accounting | $8,800 |
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 | $68,550 | $107,378-36.2% | $108,582-36.9% | $57,658+18.9% |
| Participation rate | 96.9% | 77.1%+19.8pp | 79.6%+17.3pp | 70.2%+26.6pp |
| Annual return | 8.03% | 12.80%-4.8pp | -51.70%+59.7pp | 5.13%+2.9pp |
| Employer contribution / active EE | $1,866 | $1,782+4.7% | $3,758-50.4% | $1,974-5.5% |
| Participant deferral / active EE | $4,477 | $3,221+39.0% | $4,311+3.8% | $3,061+46.3% |
| Admin fee / account holder | $205 | $108+88.7% | $7,645-97.3% | $95+116.5% |