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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK3 years Service code 21 · EIN 39-1141446 | Bank Trustee | $39,557 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,246 | $55,470-14.8% | $155,556-69.6% | $74,478-36.6% |
| Participation rate | 90.7% | 61.9%+28.8pp | 78.2%+12.5pp | 67.2%+23.5pp |
| Annual return | 14.84% | 269.80%-255.0pp | 64.84%-50.0pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $2,380 | $2,267+5.0% | $4,675-49.1% | $2,626-9.4% |
| Participant deferral / active EE | $4,275 | $2,838+50.6% | $5,631-24.1% | $4,350-1.7% |
| Admin fee / account holder | $240 | $1,744-86.3% | $15,885-98.5% | $1,946-87.7% |