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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK2+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $25,464 |
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 | $25,634 | $36,916-30.6% | $156,551-83.6% | $57,658-55.5% |
| Participation rate | 50.0% | 63.4%-13.4pp | 84.0%-34.0pp | 70.2%-20.2pp |
| Annual return | 8.06% | 12.38%-4.3pp | 32.23%-24.2pp | 5.13%+2.9pp |
| Employer contribution / active EE | $465 | $1,571-70.4% | $5,501-91.5% | $1,974-76.4% |
| Participant deferral / active EE | $1,037 | $1,926-46.2% | $4,871-78.7% | $3,061-66.1% |
| Admin fee / account holder | $120 | $82+45.6% | $13,028-99.1% | $95+27.1% |