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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK7+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,477 | $84,936+27.7% | $111,308-2.5% | $79,391+36.6% |
| Participation rate | 53.2% | 75.9%-22.7pp | 77.3%-24.2pp | 70.7%-17.5pp |
| Annual return | 15.54% | 17.45%-1.9pp | 54.67%-39.1pp | 116.88%-101.3pp |
| Employer contribution / active EE | $206 | $1,979-89.6% | $2,732-92.5% | $2,428-91.5% |
| Participant deferral / active EE | $2,085 | $3,888-46.4% | $4,487-53.5% | $4,046-48.5% |
| Admin fee / account holder | $375 | $537-30.1% | $7,965-95.3% | $627-40.1% |