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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK2+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $39,141 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $33,531 | $56,640-40.8% | $78,002-57.0% | $55,167-39.2% |
| Participation rate | 69.6% | 73.3%-3.7pp | 75.5%-5.9pp | 69.0%+0.6pp |
| Annual return | 2.39% | 2868.48%-2866.1pp | 425.99%-423.6pp | 169.23%-166.8pp |
| Employer contribution / active EE | $603 | $1,724-65.0% | $2,470-75.6% | $1,963-69.3% |
| Participant deferral / active EE | $2,051 | $2,778-26.2% | $3,497-41.4% | $3,054-32.8% |
| Admin fee / account holder | $318 | $467-31.8% | $5,481-94.2% | $504-36.8% |