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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK1 year Service code 15 · EIN 39-1141446 | Recordkeeping | $7,148 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,869 | $70,418+4.9% | $96,570-23.5% | $85,847-14.0% |
| Participation rate | 74.1% | 61.8%+12.3pp | 69.8%+4.3pp | 69.3%+4.8pp |
| Annual return | 15.34% | 18.59%-3.2pp | 37.79%-22.5pp | 318.61%-303.3pp |
| Employer contribution / active EE | $2,993 | $1,413+111.8% | $2,357+27.0% | $2,565+16.7% |
| Participant deferral / active EE | $6,472 | $2,894+123.6% | $3,849+68.1% | $3,952+63.8% |
| Admin fee / account holder | $67 | $4,995-98.6% | $6,182-98.9% | $6,261-98.9% |