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 & TRUST3+ years Service code 16 1820 HALL AVENUE · MARINETTE, WI 54143 | Consulting | $38,375 |
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 | $61,718 | $64,909-4.9% | $82,312-25.0% | $62,293-0.9% |
| Participation rate | 91.5% | 74.9%+16.6pp | 76.9%+14.6pp | 69.5%+22.0pp |
| Annual return | 16.62% | 21.18%-4.6pp | 25.88%-9.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,582 | $1,676-5.6% | $2,428-34.8% | $2,042-22.5% |
| Participant deferral / active EE | $4,128 | $3,103+33.0% | $3,706+11.4% | $3,169+30.2% |
| Admin fee / account holder | $16 | $440-96.4% | $5,608-99.7% | $479-96.7% |