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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 | $81,358+15.5% | $155,556-39.6% | $80,959+16.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.09% | 33.39%-21.3pp | 64.84%-52.7pp | 35.67%-23.6pp |
| Employer contribution / active EE | $3,021 | $3,106-2.8% | $4,675-35.4% | $2,757+9.6% |
| Participant deferral / active EE | $2,389 | $3,455-30.9% | $5,631-57.6% | $4,300-44.4% |
| Admin fee / account holder | $222 | $7,994-97.2% | $15,885-98.6% | $6,925-96.8% |