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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK6+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $28,324 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,119 | $52,293-53.9% | $178,490-86.5% | $73,409-67.1% |
| Participation rate | 57.7% | 65.3%-7.6pp | 81.9%-24.2pp | 72.2%-14.5pp |
| Annual return | 16.56% | 34.75%-18.2pp | 151.07%-134.5pp | 59.29%-42.7pp |
| Employer contribution / active EE | $581 | $1,735-66.5% | $5,011-88.4% | $2,234-74.0% |
| Participant deferral / active EE | $758 | $2,332-67.5% | $5,202-85.4% | $3,805-80.1% |
| Admin fee / account holder | $160 | $127+25.7% | $13,984-98.9% | $158+1.4% |