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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK10+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $28,943 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,216 | $45,343-17.9% | $150,298-75.2% | $67,986-45.3% |
| Participation rate | 62.8% | 51.9%+11.0pp | 77.8%-14.9pp | 57.2%+5.6pp |
| Annual return | 18.72% | 33.28%-14.6pp | 62.79%-44.1pp | 31.67%-12.9pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,870 | $2,055+39.7% | $5,453-47.4% | $3,358-14.5% |
| Admin fee / account holder | $228 | $2,250-89.9% | $14,116-98.4% | $3,203-92.9% |