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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK1+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $39,835 |
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 | $29,726 | $53,412-44.3% | $68,509-56.6% | $52,331-43.2% |
| Participation rate | 67.0% | 71.7%-4.7pp | 74.7%-7.8pp | 68.1%-1.1pp |
| Annual return | -2.06% | 3.42%-5.5pp | 8.27%-10.3pp | 4.54%-6.6pp |
| Employer contribution / active EE | $1,458 | $1,607-9.3% | $2,278-36.0% | $1,882-22.5% |
| Participant deferral / active EE | $5,127 | $2,688+90.7% | $3,382+51.6% | $3,022+69.6% |
| Admin fee / account holder | $163 | $461-64.7% | $5,275-96.9% | $592-72.5% |