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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK5+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $27,541 |
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 | $39,434 | $62,928-37.3% | $172,753-77.2% | $67,582-41.7% |
| Participation rate | 39.4% | 64.5%-25.1pp | 82.6%-43.3pp | 71.3%-31.9pp |
| Annual return | 19.79% | 30.36%-10.6pp | 803.00%-783.2pp | 378.57%-358.8pp |
| Employer contribution / active EE | $569 | $1,636-65.2% | $5,144-88.9% | $2,148-73.5% |
| Participant deferral / active EE | $1,282 | $2,145-40.2% | $5,198-75.3% | $3,539-63.8% |
| Admin fee / account holder | $167 | $167+0.2% | $13,956-98.8% | $142+17.3% |