Filed January 21, 2022 (most recent of 2 filings on file)
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK1+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $33,260 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,292 | $61,172-37.4% | $185,851-79.4% | $79,389-51.8% |
| Participation rate | 75.9% | 66.6%+9.3pp | 81.7%-5.8pp | 70.7%+5.2pp |
| Annual return | 11.42% | 19.45%-8.0pp | 122.11%-110.7pp | 116.89%-105.5pp |
| Employer contribution / active EE | $3,294 | $2,321+41.9% | $5,168-36.3% | $2,428+35.7% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $182 | $710-74.4% | $16,245-98.9% | $626-71.0% |