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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK6+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $20,725 |
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 | $30,788 | $61,172-49.7% | $185,851-83.4% | $79,389-61.2% |
| Participation rate | 46.6% | 66.6%-20.1pp | 81.7%-35.2pp | 70.7%-24.2pp |
| Annual return | 30.02% | 19.45%+10.6pp | 122.11%-92.1pp | 116.89%-86.9pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,958 | $2,788-29.8% | $5,569-64.8% | $4,046-51.6% |
| Admin fee / account holder | $223 | $710-68.6% | $16,245-98.6% | $626-64.4% |