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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK5+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $32,514 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,355 | $66,319-42.2% | $93,621-59.0% | $65,186-41.2% |
| Participation rate | 69.8% | 74.0%-4.3pp | 75.8%-6.1pp | 70.2%-0.4pp |
| Annual return | 21.53% | 42.59%-21.1pp | 32.76%-11.2pp | 29.39%-7.9pp |
| Employer contribution / active EE | $648 | $2,013-67.8% | $2,719-76.2% | $2,177-70.2% |
| Participant deferral / active EE | $2,069 | $3,343-38.1% | $4,070-49.2% | $3,514-41.1% |
| Admin fee / account holder | $227 | $6,900-96.7% | $7,890-97.1% | $847-73.2% |