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| Provider | Service type | Compensation |
|---|---|---|
NICOLET NATIONAL BANK2 years Service code 26 · EIN 39-1990426 | Advisory (Participants) | $15,555 |
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $5,331 |
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 | $37,659 | $83,681-55.0% | $82,312-54.2% | - |
| Participation rate | 85.9% | 75.1%+10.8pp | 76.9%+9.0pp | - |
| Annual return | 21.08% | 13.76%+7.3pp | 25.88%-4.8pp | - |
| Employer contribution / active EE | $1,570 | $1,471+6.7% | $2,428-35.4% | - |
| Participant deferral / active EE | $2,717 | $2,851-4.7% | $3,706-26.7% | - |
| Admin fee / account holder | $201 | $3,032-93.4% | $5,608-96.4% | - |