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| Provider | Service type | Compensation |
|---|---|---|
NICOLET NATIONAL BANK1 year Service code 27 · EIN 39-1990426 | Advisory (Plan) | $116,544 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 30-1413443 | Accounting | $11,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,758 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,863 | $91,406+31.1% | $130,062-7.8% | $74,473+60.9% |
| Participation rate | 98.2% | 77.8%+20.4pp | 78.5%+19.7pp | 70.7%+27.4pp |
| Annual return | 19.95% | 23.21%-3.3pp | -137.37%+157.3pp | 34.36%-14.4pp |
| Employer contribution / active EE | $2,348 | $2,565-8.5% | $4,322-45.7% | $2,638-11.0% |
| Participant deferral / active EE | $6,303 | $4,724+33.4% | $5,821+8.3% | $4,530+39.1% |
| Admin fee / account holder | $191 | $283-32.6% | $10,601-98.2% | $347-45.0% |