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| Provider | Service type | Compensation |
|---|---|---|
NICOLET NATIONAL BANK6+ years Filed as: NICOLET NATIONAL BANK RETIRMENT PL Service code 16 · EIN 39-1990426 | Consulting | $80,898 |
Service code 37 · EIN 04-2647786 | Loan Processing | $59,651 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $9,650 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,305 | $78,419+49.6% | $133,978-12.4% | $73,412+59.8% |
| Participation rate | 99.8% | 78.6%+21.2pp | 79.8%+20.0pp | 72.2%+27.6pp |
| Annual return | 19.88% | 33.35%-13.5pp | 45.10%-25.2pp | 59.30%-39.4pp |
| Employer contribution / active EE | $2,215 | $2,044+8.4% | $3,919-43.5% | $2,234-0.9% |
| Participant deferral / active EE | $5,800 | $3,925+47.8% | $5,047+14.9% | $3,806+52.4% |
| Admin fee / account holder | $230 | $161+42.8% | $8,930-97.4% | $158+45.9% |