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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK5+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $24,981 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,332 | $62,928-70.9% | $172,752-89.4% | $67,579-72.9% |
| Participation rate | 54.9% | 64.5%-9.5pp | 82.6%-27.7pp | 71.3%-16.3pp |
| Annual return | 22.92% | 30.36%-7.4pp | 802.97%-780.0pp | 378.56%-355.6pp |
| Employer contribution / active EE | $550 | $1,636-66.4% | $5,144-89.3% | $2,148-74.4% |
| Participant deferral / active EE | $676 | $2,145-68.5% | $5,198-87.0% | $3,539-80.9% |
| Admin fee / account holder | $134 | $167-19.8% | $13,955-99.0% | $142-6.1% |