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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK10+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $34,872 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $27,535 | $50,919-45.9% | $155,556-82.3% | $77,762-64.6% |
| Participation rate | 48.6% | 63.1%-14.4pp | 78.2%-29.6pp | 70.6%-21.9pp |
| Annual return | 13.95% | 34.84%-20.9pp | 64.84%-50.9pp | 31.27%-17.3pp |
| Employer contribution / active EE | $458 | $1,991-77.0% | $4,675-90.2% | $2,728-83.2% |
| Participant deferral / active EE | $689 | $2,824-75.6% | $5,631-87.8% | $4,651-85.2% |
| Admin fee / account holder | $179 | $437-59.1% | $15,885-98.9% | $433-58.7% |