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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK1 year Filed as: JOHNSON FINANCIAL GROUP Service code 15 · EIN 39-1141446 | Recordkeeping | $47,597 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,428 | $85,515-34.0% | $112,040-49.6% | $67,986-17.0% |
| Participation rate | 95.6% | 68.2%+27.4pp | 76.5%+19.1pp | 57.2%+38.4pp |
| Annual return | 14.35% | 29.68%-15.3pp | 24.52%-10.2pp | 31.67%-17.3pp |
| Employer contribution / active EE | $1,535 | $2,191-29.9% | $2,954-48.0% | $2,019-24.0% |
| Participant deferral / active EE | $2,713 | $4,014-32.4% | $5,098-46.8% | $3,358-19.2% |
| Admin fee / account holder | $244 | $3,774-93.5% | $12,098-98.0% | $3,203-92.4% |