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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 | $43,496-14.4% | $161,489-77.0% | $64,340-42.2% |
| Participation rate | 62.8% | 53.5%+9.3pp | 78.7%-15.9pp | 55.2%+7.6pp |
| Annual return | 18.72% | 20.76%-2.0pp | 89.72%-71.0pp | 24.14%-5.4pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,870 | $1,996+43.8% | $5,630-49.0% | $2,980-3.7% |
| Admin fee / account holder | $228 | $2,330-90.2% | $16,006-98.6% | $3,703-93.8% |