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 & TRUST1+ years Service code 16 1820 HALL AVENUE · MARINETTE, WI 54143 | Consulting | $39,487 |
FIRST MERCANTILE TRUST COMPANY1+ years Service code 15 57 GERMANTOWN COURT · CORDOVA, TN 38018 | Recordkeeping | $31,026 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,536 | $54,320-12.5% | $67,652-29.7% | $52,331-9.2% |
| Participation rate | 90.4% | 73.6%+16.8pp | 75.7%+14.8pp | 68.1%+22.3pp |
| Annual return | -0.66% | 6.81%-7.5pp | 6625.40%-6626.1pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,524 | $1,544-1.3% | $2,266-32.7% | $1,882-19.0% |
| Participant deferral / active EE | $4,133 | $2,950+40.1% | $3,560+16.1% | $3,022+36.7% |
| Admin fee / account holder | $34 | $527-93.5% | $4,821-99.3% | $592-94.2% |