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| Provider | Service type | Compensation |
|---|---|---|
NICOLET NATIONAL BANK8+ years Filed as: NICOLET NATIONAL BANK RETIRMENT PL Service code 16 · EIN 39-1990426 | Consulting | $96,383 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,545 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $10,290 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,851 | $71,142+47.4% | $119,634-12.4% | $64,824+61.7% |
| Participation rate | 97.2% | 78.6%+18.6pp | 79.3%+18.0pp | 71.5%+25.8pp |
| Annual return | -17.30% | -10.01%-7.3pp | -14.98%-2.3pp | 32.84%-50.1pp |
| Employer contribution / active EE | $2,128 | $2,497-14.8% | $4,232-49.7% | $2,507-15.1% |
| Participant deferral / active EE | $6,166 | $4,490+37.3% | $5,601+10.1% | $4,311+43.0% |
| Admin fee / account holder | $240 | $162+48.2% | $10,329-97.7% | $188+27.9% |