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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK8+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $22,459 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,553 | $61,391-60.0% | $149,723-83.6% | $71,529-65.7% |
| Participation rate | 58.9% | 62.5%-3.6pp | 78.8%-19.9pp | 67.9%-9.0pp |
| Annual return | 14.76% | 35.88%-21.1pp | 134.50%-119.7pp | 28.97%-14.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,467 | $2,921-15.5% | $5,682-56.6% | $4,291-42.5% |
| Admin fee / account holder | $178 | $1,264-85.9% | $13,215-98.7% | $1,588-88.8% |