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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK1 year Service code 21 · EIN 39-1141446 | Bank Trustee | $17,401 |
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 | $28,571 | $65,125-56.1% | $143,797-80.1% | $66,949-57.3% |
| Participation rate | 83.2% | 65.2%+18.0pp | 80.3%+2.9pp | 69.8%+13.4pp |
| Annual return | -19.02% | -11.13%-7.9pp | -0.04%-19.0pp | 1.57%-20.6pp |
| Employer contribution / active EE | $2,630 | $2,362+11.3% | $4,952-46.9% | $2,545+3.3% |
| Participant deferral / active EE | $4,411 | $2,920+51.1% | $5,638-21.8% | $4,239+4.1% |
| Admin fee / account holder | $95 | $503-81.1% | $14,679-99.4% | $594-84.0% |