Filed January 5, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK8+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $33,558 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,328 | $42,367+16.4% | $79,583-38.0% | $64,824-23.9% |
| Participation rate | 34.8% | 64.7%-29.9pp | 69.5%-34.7pp | 71.5%-36.7pp |
| Annual return | -22.13% | -12.24%-9.9pp | 0.16%-22.3pp | 32.84%-55.0pp |
| Employer contribution / active EE | $958 | $1,181-18.9% | $2,414-60.3% | $2,507-61.8% |
| Participant deferral / active EE | $1,562 | $3,168-50.7% | $3,986-60.8% | $4,311-63.8% |
| Admin fee / account holder | $250 | $160+56.9% | $6,835-96.3% | $188+33.3% |