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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK1 year Service code 21 · EIN 39-1141446 | Bank Trustee | $5,214 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,536 | $65,071-30.0% | $143,770-68.3% | $66,923-32.0% |
| Participation rate | 98.7% | 65.2%+33.5pp | 80.3%+18.4pp | 69.8%+28.9pp |
| Annual return | -16.14% | -11.14%-5.0pp | -0.04%-16.1pp | 1.58%-17.7pp |
| Employer contribution / active EE | $3,301 | $2,361+39.8% | $4,951-33.3% | $2,545+29.7% |
| Participant deferral / active EE | $3,973 | $2,919+36.1% | $5,638-29.5% | $4,237-6.2% |
| Admin fee / account holder | $14 | $502-97.3% | $14,673-99.9% | $593-97.7% |