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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 | $50,820+20.6% | $155,567-60.6% | $77,671-21.1% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 14.62% | 34.85%-20.2pp | 64.74%-50.1pp | 31.21%-16.6pp |
| Employer contribution / active EE | $3,333 | $1,993+67.2% | $4,674-28.7% | $2,726+22.2% |
| Participant deferral / active EE | $3,938 | $2,823+39.5% | $5,628-30.0% | $4,648-15.3% |
| Admin fee / account holder | $25 | $436-94.3% | $15,916-99.8% | $430-94.2% |