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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK2 years Filed as: JOHNSON FINANCIAL GROUP Service code 15 · EIN 39-1141446 | Recordkeeping | $40,094 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
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 | $151,239 | $89,652+68.7% | $141,197+7.1% | $65,186+132.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 25.29% | 32.79%-7.5pp | 71.41%-46.1pp | 29.39%-4.1pp |
| Employer contribution / active EE | $8,277 | $3,065+170.1% | $4,736+74.8% | $2,177+280.2% |
| Participant deferral / active EE | $7,043 | $5,691+23.8% | $6,710+5.0% | $3,514+100.4% |
| Admin fee / account holder | $257 | $569-54.8% | $10,265-97.5% | $847-69.7% |