Filed April 9, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NICOLET NATIONAL BANK1 year Service code 26 · EIN 39-1990426 | Advisory (Participants) | $39,931 |
ALERUS FINANCIAL, N.A.3 years Service code 15 · EIN 45-6062081 | Recordkeeping | $5,646 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,426 | $88,083-58.6% | $164,813-77.9% | $74,495-51.1% |
| Participation rate | 94.8% | 73.0%+21.8pp | 78.6%+16.2pp | 67.2%+27.6pp |
| Annual return | 23.15% | 17.26%+5.9pp | 69.93%-46.8pp | 1364.94%-1341.8pp |
| Employer contribution / active EE | $2,844 | $2,593+9.7% | $4,341-34.5% | $2,623+8.4% |
| Participant deferral / active EE | $4,488 | $4,498-0.2% | $6,031-25.6% | $4,346+3.3% |
| Admin fee / account holder | $183 | $2,234-91.8% | $12,690-98.6% | $1,942-90.6% |