Filed January 5, 2024 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK2+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $20,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,562 | $42,546+4.7% | $71,796-37.9% | $55,167-19.2% |
| Participation rate | 48.8% | 59.1%-10.3pp | 69.1%-20.3pp | 69.0%-20.2pp |
| Annual return | 5.31% | 12.36%-7.1pp | 78.04%-72.7pp | 169.23%-163.9pp |
| Employer contribution / active EE | $830 | $803+3.4% | $1,924-56.8% | $1,963-57.7% |
| Participant deferral / active EE | $1,422 | $2,064-31.1% | $2,794-49.1% | $3,054-53.4% |
| Admin fee / account holder | $287 | $650-55.9% | $4,815-94.0% | $504-43.1% |