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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK2 years Service code 15 · EIN 39-1141446 | Recordkeeping | $10,493 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,338 | $59,819-9.2% | $79,583-31.7% | $68,490-20.7% |
| Participation rate | 70.2% | 61.1%+9.2pp | 69.5%+0.7pp | 67.9%+2.3pp |
| Annual return | -15.92% | -12.30%-3.6pp | 0.16%-16.1pp | -7.85%-8.1pp |
| Employer contribution / active EE | $2,625 | $1,505+74.4% | $2,414+8.8% | $2,597+1.1% |
| Participant deferral / active EE | $5,494 | $3,025+81.6% | $3,986+37.9% | $4,028+36.4% |
| Admin fee / account holder | $97 | $4,835-98.0% | $6,835-98.6% | $5,403-98.2% |