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| Provider | Service type | Compensation |
|---|---|---|
NICOLET NATIONAL BANK8 years Service code 21 111 NORTH WASHINGTON STREET · GREEN BAY, WI 54301 | Bank Trustee | $93,567 |
ALERUS FINANCIAL, N.A.9+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $8,559 |
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 | $240,824 | $61,338+292.6% | $149,717+60.9% | $71,495+236.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 19.55% | 35.86%-16.3pp | 134.41%-114.9pp | 28.85%-9.3pp |
| Employer contribution / active EE | $10,785 | $2,381+352.9% | $4,820+123.8% | $2,589+316.5% |
| Participant deferral / active EE | $8,459 | $2,919+189.8% | $5,682+48.9% | $4,291+97.1% |
| Admin fee / account holder | $479 | $1,263-62.0% | $13,213-96.4% | $1,588-69.8% |