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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 | $81,276+15.6% | $155,574-39.6% | $80,925+16.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.09% | 33.36%-21.3pp | 64.87%-52.8pp | 35.65%-23.6pp |
| Employer contribution / active EE | $3,021 | $3,103-2.7% | $4,676-35.4% | $2,756+9.6% |
| Participant deferral / active EE | $2,389 | $3,453-30.8% | $5,629-57.6% | $4,299-44.4% |
| Admin fee / account holder | $222 | $7,993-97.2% | $15,914-98.6% | $6,940-96.8% |