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| Provider | Service type | Compensation |
|---|---|---|
NICOLET NATIONAL BANK1 year Service code 26 · EIN 39-1990426 | Advisory (Participants) | $13,950 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 46-0140105 | Recordkeeping | $8,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $52,250 | $55,453-5.8% | $170,435-69.3% | $62,293-16.1% |
| Participation rate | 29.2% | 66.4%-37.1pp | 83.6%-54.4pp | 69.5%-40.3pp |
| Annual return | 14.00% | 21.38%-7.4pp | 205.94%-191.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $474 | $2,164-78.1% | $5,432-91.3% | $2,042-76.8% |
| Participant deferral / active EE | $714 | $2,303-69.0% | $4,939-85.6% | $3,169-77.5% |
| Admin fee / account holder | $216 | $455-52.6% | $13,881-98.4% | $479-55.0% |