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| Provider | Service type | Compensation |
|---|---|---|
NICOLET NATIONAL BANK1 year Service code 21 111 NORTH WASHINGTON STREET · GREEN BAY, WI 54301 | Bank Trustee | $25,012 |
ALERUS FINANCIAL, N.A.2+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $2,915 |
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 | $154,902 | $46,732+231.5% | $156,551-1.1% | $55,167+180.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 8.41% | 17.72%-9.3pp | 32.23%-23.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $8,493 | $2,105+303.5% | $5,501+54.4% | $1,963+332.8% |
| Participant deferral / active EE | $6,788 | $2,204+208.0% | $4,871+39.4% | $3,054+122.3% |
| Admin fee / account holder | $186 | $418-55.5% | $13,028-98.6% | $504-63.1% |