Filed January 21, 2022 (most recent of 2 filings on file)
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK4+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $55,794 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,073 | $55,446-25.9% | $155,574-73.6% | $74,429-44.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.38% | 269.20%-257.8pp | 64.87%-53.5pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $4,606 | $2,266+103.2% | $4,676-1.5% | $2,625+75.5% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $295 | $1,743-83.1% | $15,914-98.1% | $1,944-84.8% |