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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK2+ years Filed as: JOHNSON INVESTMENT COUNSEL INC Service code 16 · EIN 31-1801770 3777 WEST FORK ROAD · CINCINNATI, OH 45247 | Consulting | $148,320 |
Filed as: MCCREADY & KEENE(ONEAMERICA COMPANY Service code 13 7941 CASTLEWAY DROVE · INDIANAPOLIS, IN 46250 | Contract Administrator | $12,007 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,275 | $107,378+1.8% | $108,582+0.6% | $57,658+89.5% |
| Participation rate | 93.9% | 77.1%+16.8pp | 79.6%+14.3pp | 70.2%+23.6pp |
| Annual return | 10.55% | 12.80%-2.2pp | -51.70%+62.2pp | 5.13%+5.4pp |
| Employer contribution / active EE | $7,444 | $1,782+317.8% | $3,758+98.1% | $1,974+277.2% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $355 | $108+227.6% | $7,645-95.4% | $95+276.0% |