Filed December 17, 2021 (most recent of 2 filings on file)
Total covered: 5 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STEPHENSON NATIONAL BANK & TRUST4+ years Service code 16 1820 HALL AVENUE · MARINETTE, WI 54143 | Consulting | $44,535 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,872 | $59,186+2.8% | $76,768-20.7% | $56,287+8.1% |
| Participation rate | 91.9% | 75.2%+16.6pp | 77.0%+14.9pp | 69.9%+22.0pp |
| Annual return | -7.27% | 6.62%-13.9pp | 2.43%-9.7pp | -9.96%+2.7pp |
| Employer contribution / active EE | $1,720 | $1,759-2.2% | $2,485-30.8% | $2,111-18.5% |
| Participant deferral / active EE | $4,777 | $3,255+46.8% | $3,852+24.0% | $3,350+42.6% |
| Admin fee / account holder | $31 | $489-93.6% | $6,675-99.5% | $521-94.0% |