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| Provider | Service type | Compensation |
|---|---|---|
NICOLET NATIONAL BANK1 year Service code 26 · EIN 39-1990426 | Advisory (Participants) | $12,046 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $5,277 |
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 | $29,366 | $60,165-51.2% | $74,184-60.4% | $55,167-46.8% |
| Participation rate | 86.0% | 74.2%+11.8pp | 76.6%+9.4pp | 69.0%+17.0pp |
| Annual return | 7.97% | 10.00%-2.0pp | 17.74%-9.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,393 | $1,600-12.9% | $2,370-41.2% | $1,963-29.0% |
| Participant deferral / active EE | $2,603 | $2,973-12.4% | $3,550-26.7% | $3,054-14.8% |
| Admin fee / account holder | $167 | $419-60.3% | $5,586-97.0% | $504-66.9% |