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| Provider | Service type | Compensation |
|---|---|---|
NICOLET NATIONAL BANK3 years Service code 26 · EIN 39-1990426 | Advisory (Participants) | $20,224 |
ALERUS FINANCIAL, N.A.4+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $7,231 |
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 | $37,007 | $62,583-40.9% | $76,767-51.8% | $64,173-42.3% |
| Participation rate | 82.7% | 72.8%+9.8pp | 77.0%+5.7pp | 69.6%+13.1pp |
| Annual return | -2.77% | -1.95%-0.8pp | 2.43%-5.2pp | 7.63%-10.4pp |
| Employer contribution / active EE | $1,662 | $1,832-9.3% | $2,485-33.1% | $2,381-30.2% |
| Participant deferral / active EE | $3,023 | $3,145-3.9% | $3,852-21.5% | $3,470-12.9% |
| Admin fee / account holder | $254 | $4,667-94.6% | $6,675-96.2% | $4,887-94.8% |