Filed November 23, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NICOLET NATIONAL BANK8 years Service code 27 111 N WASHINGTON ST · GREEN BAY, WI 54305 | Advisory (Plan) | $51,387 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $23,481 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,319 | $88,087+3.7% | $164,866-44.6% | $74,546+22.5% |
| Participation rate | 95.2% | 73.1%+22.2pp | 78.6%+16.6pp | 67.2%+28.0pp |
| Annual return | 14.26% | 17.27%-3.0pp | 69.97%-55.7pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $1,707 | $2,595-34.2% | $4,343-60.7% | $2,624-35.0% |
| Participant deferral / active EE | $5,802 | $4,499+29.0% | $6,033-3.8% | $4,347+33.5% |
| Admin fee / account holder | $425 | $2,232-80.9% | $12,689-96.6% | $1,944-78.1% |