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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK2 years Service code 15 · EIN 39-1141446 | Recordkeeping | $45,861 |
NATIONAL ADMINISTRATION, INC.3 years Filed as: NATIONAL ADMINISTRATION INC Service code 13 · EIN 39-1967492 | Contract Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,225 | $84,936-33.8% | $111,297-49.5% | $79,386-29.2% |
| Participation rate | 97.7% | 75.9%+21.9pp | 77.3%+20.4pp | 70.7%+27.0pp |
| Annual return | 12.01% | 17.45%-5.4pp | 54.65%-42.6pp | 116.85%-104.8pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,501 | $3,888+15.8% | $4,487+0.3% | $4,046+11.3% |
| Admin fee / account holder | $184 | $537-65.7% | $7,964-97.7% | $626-70.6% |