Filed August 30, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK1 year Filed as: JOHNSON O'CONNOR Service code 10 · EIN 20-3985546 101 EDGEWATER DR STE 210 · WAKEFIELD, MA 018801262 | Accounting | $10,525 |
TIAA3 years Service code 50 · EIN 13-1624203 | Direct Payment | $4,597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,409 | $52,581+32.0% | $130,788-46.9% | $64,340+7.9% |
| Participation rate | 40.1% | 46.5%-6.4pp | 70.1%-30.0pp | 55.2%-15.1pp |
| Annual return | 8.48% | 20.39%-11.9pp | 386.44%-378.0pp | 24.14%-15.7pp |
| Employer contribution / active EE | $1,670 | $1,031+62.0% | $3,558-53.1% | $1,862-10.3% |
| Participant deferral / active EE | $2,096 | $2,200-4.7% | $4,137-49.3% | $2,980-29.7% |
| Admin fee / account holder | $96 | $4,583-97.9% | $6,673-98.6% | $3,703-97.4% |