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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK2 years Service code 21 · EIN 39-1141446 | Bank Trustee | $6,165 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,810 | $61,391-9.1% | $149,723-62.7% | $71,529-22.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.68% | 35.88%-18.2pp | 134.50%-116.8pp | 28.97%-11.3pp |
| Employer contribution / active EE | $3,339 | $2,384+40.1% | $4,821-30.7% | $2,590+28.9% |
| Participant deferral / active EE | $3,848 | $2,921+31.8% | $5,682-32.3% | $4,291-10.3% |
| Admin fee / account holder | $16 | $1,264-98.7% | $13,215-99.9% | $1,588-99.0% |