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 & TRUST8+ years Service code 99 · EIN 39-0638020 1820 HALL AVENUE · MARINETTE, WI 54143 | Other Fees | $38,540 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Contract Administrator | $11,070 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,454 | $65,453+10.7% | $86,698-16.4% | $66,938+8.2% |
| Participation rate | 94.2% | 75.5%+18.7pp | 76.6%+17.6pp | 69.8%+24.3pp |
| Annual return | -12.85% | -10.89%-2.0pp | 35.95%-48.8pp | 1.58%-14.4pp |
| Employer contribution / active EE | $1,744 | $2,154-19.0% | $2,837-38.5% | $2,545-31.5% |
| Participant deferral / active EE | $5,081 | $4,102+23.9% | $4,656+9.1% | $4,238+19.9% |
| Admin fee / account holder | $68 | $642-89.4% | $7,493-99.1% | $594-88.6% |