Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK10+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $37,341 |
8 funds of $250K or more; 17 lines in all, holding $8.4M of the plan's $8.6M. From the 2025 filing. Recordkeeper: Johnson Bank.
Target-date series: Vanguard Target Retirement, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Life Growth Fund Vanguard · Mutual fund | $4.0M | 48.0% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $1.8M | 21.4% |
| Vanguard Strategy Moderate Gr Fund Vanguard · Mutual fund | $1.1M | 13.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $539K | 6.4% |
| Vanguard Life Strategy Conservative Growth Fund Vanguard · Mutual fund | $330K | 3.9% |
| Vanguard Life Strategy Income Fund Vanguard · Mutual fund | $299K | 3.6% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $68K | 0.8% |
| Eupac Fund-R-6 Manager not matched · Mutual fund | $62K | 0.7% |
| Principal MidCap Institutional Principal · Mutual fund | $54K | 0.7% |
| Conestoga Small Cap Fund Institutional Class Conestoga Capital · Mutual fund | $30K | 0.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.