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| Provider | Service type | Compensation |
|---|---|---|
NICOLET NATIONAL BANK7 years Service code 21 111 NORTH WASHINGTON STREET · GREEN BAY, WI 54301 | Bank Trustee | $92,653 |
ALERUS FINANCIAL, N.A.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $16,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,559 | $65,083+229.7% | $143,788+49.2% | $66,930+220.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.43% | -11.13%-5.3pp | -0.03%-16.4pp | 1.57%-18.0pp |
| Employer contribution / active EE | $11,178 | $2,361+373.4% | $4,952+125.7% | $2,545+339.2% |
| Participant deferral / active EE | $8,293 | $2,920+184.0% | $5,638+47.1% | $4,238+95.7% |
| Admin fee / account holder | $568 | $502+13.1% | $14,675-96.1% | $593-4.3% |