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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK1+ years Filed as: JOHNSON INVESTMENT COUNSEL Service code 51 40 NORTH MAIN STREET, SUITE 2110 · DAYTON, OH 45423 | Investment Mgmt Fees | $35,128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,668 | $76,552-35.1% | $123,893-59.9% | $62,891-21.0% |
| Participation rate | 62.7% | 73.0%-10.3pp | 81.4%-18.7pp | 69.3%-6.6pp |
| Annual return | 5.73% | 18.68%-12.9pp | 47.52%-41.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $531 | $4,826-89.0% | $8,357-93.6% | $4,296-87.6% |