Filed January 21, 2022 (most recent of 2 filings on file)
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK2+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $37,053 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,406 | $65,125-53.3% | $143,797-78.9% | $66,949-54.6% |
| Participation rate | 75.7% | 65.2%+10.5pp | 80.3%-4.6pp | 69.8%+5.9pp |
| Annual return | -16.45% | -11.13%-5.3pp | -0.04%-16.4pp | 1.57%-18.0pp |
| Employer contribution / active EE | $3,545 | $2,362+50.1% | $4,952-28.4% | $2,545+39.3% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $185 | $503-63.1% | $14,679-98.7% | $594-68.8% |