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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $62,352 |
NICOLET NATIONAL BANK3+ years Filed as: NICOLET NATIONAL BANK RETIRMENT PL Service code 16 · EIN 39-1990426 | Consulting | $60,865 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $7,494 |
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 | $77,297 | $71,666+7.9% | $117,861-34.4% | $69,631+11.0% |
| Participation rate | 98.2% | 77.5%+20.7pp | 79.7%+18.5pp | 70.7%+27.5pp |
| Annual return | 19.87% | 18.86%+1.0pp | 335.11%-315.2pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $1,990 | $1,889+5.3% | $3,786-47.5% | $2,032-2.1% |
| Participant deferral / active EE | $4,874 | $3,340+45.9% | $4,482+8.7% | $3,224+51.2% |
| Admin fee / account holder | $216 | $120+79.3% | $8,021-97.3% | $110+95.3% |