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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK3+ years Filed as: JOHNSON INVESTMENT COUNSEL INC Service code 27 · EIN 31-1801770 3777 WEST FORK ROAD · CINCINNATI, OH 45247 | Advisory (Plan) | $174,274 |
Filed as: MCCREADY & KEENE(ONEAMERICA COMPANY Service code 14 7941 CASTLEWAY DROVE · INDIANAPOLIS, IN 46250 | Plan Administrator | $25,256 |
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 | $128,701 | $71,666+79.6% | $117,860+9.2% | $69,631+84.8% |
| Participation rate | 99.8% | 77.5%+22.2pp | 79.7%+20.1pp | 70.7%+29.1pp |
| Annual return | 15.22% | 18.86%-3.6pp | 335.10%-319.9pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $9,121 | $1,889+382.9% | $3,786+140.9% | $2,032+348.9% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $423 | $120+251.7% | $8,021-94.7% | $110+283.2% |