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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK4+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $19,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,701 | $52,967-55.3% | $172,753-86.3% | $65,186-63.6% |
| Participation rate | 51.4% | 66.2%-14.8pp | 82.6%-31.3pp | 70.2%-18.8pp |
| Annual return | 5.87% | 30.12%-24.3pp | 803.00%-797.1pp | 29.39%-23.5pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,858 | $2,471-24.8% | $5,198-64.3% | $3,514-47.1% |
| Admin fee / account holder | $194 | $472-58.9% | $13,956-98.6% | $847-77.1% |