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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK3 years Service code 21 · EIN 39-1141446 | Bank Trustee | $9,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,302 | $50,919+20.4% | $155,556-60.6% | $77,762-21.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 14.62% | 34.84%-20.2pp | 64.84%-50.2pp | 31.27%-16.7pp |
| Employer contribution / active EE | $3,333 | $1,991+67.4% | $4,675-28.7% | $2,728+22.2% |
| Participant deferral / active EE | $3,938 | $2,824+39.4% | $5,631-30.1% | $4,651-15.3% |
| Admin fee / account holder | $25 | $437-94.3% | $15,885-99.8% | $433-94.2% |