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| Provider | Service type | Compensation |
|---|---|---|
NICOLET NATIONAL BANK4+ years Filed as: NICOLET NATIONAL BANK RETIRMENT PL Service code 16 · EIN 39-1990426 | Consulting | $67,553 |
Service code 37 · EIN 04-2647786 | Loan Processing | $52,447 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $8,000 |
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 | $74,677 | $62,267+19.9% | $110,243-32.3% | $55,725+34.0% |
| Participation rate | 96.8% | 78.1%+18.6pp | 79.8%+17.0pp | 70.9%+25.9pp |
| Annual return | -5.06% | -1.07%-4.0pp | 314.76%-319.8pp | 244.93%-250.0pp |
| Employer contribution / active EE | $2,026 | $1,941+4.3% | $3,827-47.1% | $2,078-2.5% |
| Participant deferral / active EE | $5,184 | $3,516+47.5% | $4,672+11.0% | $3,356+54.5% |
| Admin fee / account holder | $208 | $121+72.4% | $8,548-97.6% | $115+81.0% |