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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 | $55,472-14.8% | $155,567-69.6% | $74,546-36.6% |
| Participation rate | 90.7% | 61.9%+28.8pp | 78.2%+12.5pp | 67.2%+23.5pp |
| Annual return | 14.84% | 268.72%-253.9pp | 64.74%-49.9pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $2,380 | $2,269+4.9% | $4,674-49.1% | $2,624-9.3% |
| Participant deferral / active EE | $4,275 | $2,838+50.6% | $5,628-24.0% | $4,347-1.7% |
| Admin fee / account holder | $240 | $1,743-86.2% | $15,916-98.5% | $1,944-87.7% |