Filed December 17, 2021 (most recent of 2 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
STEPHENSON NATIONAL BANK & TRUST10+ years Service code 99 · EIN 39-0638020 1820 HALL AVENUE · MARINETTE, WI 54143 | Other Fees | $43,475 |
ASCENSUS LLC3 years Filed as: MAP RETIREMENT USA LLC Service code 13 805 BROADWAY ST, SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $13,875 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,120 | $79,209+13.8% | $102,434-12.0% | $74,459+21.0% |
| Participation rate | 96.8% | 74.8%+22.1pp | 76.5%+20.3pp | 67.2%+29.6pp |
| Annual return | 12.02% | 54.98%-43.0pp | 29.46%-17.4pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $1,743 | $2,362-26.2% | $3,023-42.3% | $2,626-33.6% |
| Participant deferral / active EE | $5,248 | $4,417+18.8% | $5,055+3.8% | $4,350+20.7% |
| Admin fee / account holder | $86 | $2,002-95.7% | $9,462-99.1% | $1,945-95.6% |