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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSUR AND ANN CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,988 |
NICOLET NATIONAL BANK5+ years Service code 99 · EIN 39-1990426 | Other Fees | $0 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS CO., INC. Service code 49 · EIN 39-1894140 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,981 | $65,960+4.6% | $81,844-15.7% | $77,736-11.3% |
| Participation rate | 39.9% | 65.8%-25.9pp | 72.4%-32.5pp | 70.6%-30.7pp |
| Annual return | 20.40% | 26.64%-6.2pp | 778.87%-758.5pp | 31.26%-10.9pp |
| Employer contribution / active EE | $1,495 | $2,375-37.0% | $2,916-48.7% | $2,728-45.2% |
| Participant deferral / active EE | $3,390 | $3,505-3.3% | $4,323-21.6% | $4,651-27.1% |
| Admin fee / account holder | $101 | $526-80.8% | $7,355-98.6% | $433-76.7% |