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 & TRUST5+ years Service code 16 1820 HALL AVENUE · MARINETTE, WI 54143 | Consulting | $53,104 |
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 | $70,712 | $65,376+8.2% | $87,104-18.8% | $65,185+8.5% |
| Participation rate | 92.3% | 75.3%+17.0pp | 76.9%+15.4pp | 70.2%+22.1pp |
| Annual return | 21.37% | 31.27%-9.9pp | 28.19%-6.8pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,628 | $1,822-10.7% | $2,521-35.4% | $2,177-25.2% |
| Participant deferral / active EE | $4,485 | $3,388+32.4% | $4,048+10.8% | $3,514+27.6% |
| Admin fee / account holder | $34 | $520-93.4% | $7,491-99.5% | $847-95.9% |