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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK3 years Service code 15 · EIN 39-1141446 | Recordkeeping | $15,798 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,314 | $54,717+39.5% | $86,216-11.5% | $71,511+6.7% |
| Participation rate | 63.7% | 60.1%+3.6pp | 69.0%-5.2pp | 67.9%-4.2pp |
| Annual return | 18.96% | 20.07%-1.1pp | 1169.42%-1150.5pp | 28.86%-9.9pp |
| Employer contribution / active EE | $2,644 | $1,267+108.7% | $2,382+11.0% | $2,589+2.1% |
| Participant deferral / active EE | $5,411 | $3,110+74.0% | $3,986+35.7% | $4,291+26.1% |
| Admin fee / account holder | $161 | $1,922-91.6% | $6,853-97.6% | $1,588-89.9% |