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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK3 years Filed as: JOHNSON FINANCIAL GROUP Service code 15 · EIN 39-1141446 | Recordkeeping | $42,634 |
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 | $178,881 | $99,957+79.0% | $149,745+19.5% | $73,497+143.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 16.15% | 53.87%-37.7pp | 276.72%-260.6pp | 28.51%-12.4pp |
| Employer contribution / active EE | $8,778 | $3,191+175.1% | $4,646+89.0% | $2,270+286.7% |
| Participant deferral / active EE | $8,185 | $6,073+34.8% | $6,843+19.6% | $3,740+118.9% |
| Admin fee / account holder | $263 | $551-52.2% | $9,312-97.2% | $513-48.7% |