Filed January 21, 2022 (most recent of 2 filings on file)
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK3+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $64,911 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,172 | $61,391-41.1% | $149,723-75.8% | $71,529-49.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 15.51% | 35.88%-20.4pp | 134.50%-119.0pp | 28.97%-13.5pp |
| Employer contribution / active EE | $3,772 | $2,384+58.2% | $4,821-21.8% | $2,590+45.6% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $474 | $1,264-62.5% | $13,215-96.4% | $1,588-70.2% |