Filed January 21, 2022 (most recent of 2 filings on file)
Total covered: 8 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK4+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $31,707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,353 | $55,470-47.1% | $155,556-81.1% | $74,478-60.6% |
| Participation rate | 33.3% | 61.9%-28.6pp | 78.2%-44.9pp | 67.2%-33.9pp |
| Annual return | 13.40% | 269.80%-256.4pp | 64.84%-51.4pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,271 | $2,838-55.2% | $5,631-77.4% | $4,350-70.8% |
| Admin fee / account holder | $296 | $1,744-83.0% | $15,885-98.1% | $1,946-84.8% |