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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK1+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $28,217 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,914 | $37,117-30.2% | $147,617-82.4% | $55,191-53.0% |
| Participation rate | 53.5% | 63.6%-10.2pp | 84.6%-31.2pp | 69.2%-15.7pp |
| Annual return | -0.98% | 3.44%-4.4pp | 61.98%-63.0pp | 10.78%-11.8pp |
| Employer contribution / active EE | $402 | $1,620-75.2% | $5,564-92.8% | $1,899-78.8% |
| Participant deferral / active EE | $1,071 | $1,985-46.0% | $4,895-78.1% | $3,046-64.8% |
| Admin fee / account holder | $142 | $86+65.7% | $11,612-98.8% | $91+56.2% |