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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK4+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $23,481 |
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 | $15,671 | $47,977-67.3% | $154,111-89.8% | $56,287-72.2% |
| Participation rate | 54.4% | 66.2%-11.8pp | 83.0%-28.7pp | 69.9%-15.5pp |
| Annual return | -6.09% | 3.54%-9.6pp | 735.18%-741.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $517 | $2,169-76.2% | $5,298-90.2% | $2,111-75.5% |
| Participant deferral / active EE | $625 | $2,392-73.9% | $5,081-87.7% | $3,350-81.3% |
| Admin fee / account holder | $138 | $438-68.5% | $13,411-99.0% | $521-73.5% |