Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK9+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $49,346 |
SIKICH LLP1 year Filed as: SIKICH CPA Service code 10 · EIN 54-1172176 | Accounting | $13,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,845 | $101,499-27.2% | $147,005-49.8% | $74,546-0.9% |
| Participation rate | 84.4% | 75.5%+8.9pp | 82.2%+2.3pp | 67.2%+17.2pp |
| Annual return | 11.57% | 8732.34%-8720.8pp | 418.76%-407.2pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $1,113 | $3,811-70.8% | $4,934-77.4% | $2,624-57.6% |
| Participant deferral / active EE | $4,884 | $7,304-33.1% | $8,070-39.5% | $4,347+12.3% |
| Admin fee / account holder | $371 | $1,748-78.8% | $13,006-97.1% | $1,944-80.9% |