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 | $58,408+18.8% | $180,320-61.5% | $69,733-0.5% |
| Participation rate | 40.1% | 54.2%-14.1pp | 71.5%-31.4pp | 62.5%-22.3pp |
| Annual return | 8.48% | 15.02%-6.5pp | 778.54%-770.1pp | 15.22%-6.7pp |
| Employer contribution / active EE | $1,670 | $1,159+44.1% | $4,108-59.3% | $2,250-25.8% |
| Participant deferral / active EE | $2,096 | $2,723-23.0% | $4,304-51.3% | $3,054-31.4% |
| Admin fee / account holder | $96 | $4,205-97.7% | $10,000-99.0% | $3,102-96.9% |