Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NICOLET NATIONAL BANK2 years Service code 21 111 NORTH WASHINGTON STREET · GREEN BAY, WI 54301 | Bank Trustee | $5,510 |
ALERUS FINANCIAL, N.A.3+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $60 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $176,336 | $55,453+218.0% | $170,435+3.5% | $62,293+183.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.63% | 21.38%-4.7pp | 205.94%-189.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $9,251 | $2,164+327.6% | $5,432+70.3% | $2,042+353.0% |
| Participant deferral / active EE | $7,137 | $2,303+209.9% | $4,939+44.5% | $3,169+125.2% |
| Admin fee / account holder | $35 | $455-92.2% | $13,881-99.7% | $479-92.6% |