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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK1 year Filed as: JOHNSON INVESTMENT COUNCIL Service code 28 | Investment Management | $15,999 |
Service code 28 | Investment Management | $11,532 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,960 | $81,233+15.7% | $155,567-39.6% | $80,874+16.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.09% | 33.33%-21.2pp | 64.74%-52.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $3,021 | $3,101-2.6% | $4,674-35.4% | $2,756+9.6% |
| Participant deferral / active EE | $2,389 | $3,452-30.8% | $5,628-57.6% | $4,297-44.4% |
| Admin fee / account holder | $222 | $7,998-97.2% | $15,916-98.6% | $6,935-96.8% |