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 | $51,736+34.2% | $120,225-42.3% | $67,986+2.1% |
| Participation rate | 40.1% | 46.1%-6.0pp | 69.6%-29.5pp | 57.2%-17.1pp |
| Annual return | 8.48% | 31.98%-23.5pp | 439.23%-430.7pp | 31.67%-23.2pp |
| Employer contribution / active EE | $1,670 | $1,071+55.9% | $3,475-52.0% | $2,019-17.3% |
| Participant deferral / active EE | $2,096 | $2,206-5.0% | $3,999-47.6% | $3,358-37.6% |
| Admin fee / account holder | $96 | $4,159-97.7% | $5,696-98.3% | $3,203-97.0% |