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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK1+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $18,990 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,333 | $46,732-73.6% | $156,551-92.1% | $55,167-77.6% |
| Participation rate | 83.5% | 65.8%+17.7pp | 84.0%-0.5pp | 69.0%+14.5pp |
| Annual return | -0.78% | 17.72%-18.5pp | 32.23%-33.0pp | 169.23%-170.0pp |
| Employer contribution / active EE | $1,821 | $2,105-13.5% | $5,501-66.9% | $1,963-7.2% |
| Participant deferral / active EE | $2,585 | $2,204+17.3% | $4,871-46.9% | $3,054-15.3% |
| Admin fee / account holder | $124 | $418-70.3% | $13,028-99.0% | $504-75.4% |