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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK3+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $24,167 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,131 | $55,453-70.9% | $170,435-90.5% | $62,293-74.1% |
| Participation rate | 52.4% | 66.4%-13.9pp | 83.6%-31.2pp | 69.5%-17.1pp |
| Annual return | 14.74% | 21.38%-6.6pp | 205.94%-191.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $558 | $2,303-75.8% | $4,939-88.7% | $3,169-82.4% |
| Admin fee / account holder | $118 | $455-74.1% | $13,881-99.1% | $479-75.4% |