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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK6+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $33,188 |
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 | $42,217 | $70,917-40.5% | $98,920-57.3% | $73,497-42.6% |
| Participation rate | 64.0% | 73.8%-9.8pp | 76.0%-12.0pp | 70.7%-6.7pp |
| Annual return | 14.24% | 34.18%-19.9pp | 196.47%-182.2pp | 28.51%-14.3pp |
| Employer contribution / active EE | $627 | $2,037-69.2% | $2,689-76.7% | $2,270-72.4% |
| Participant deferral / active EE | $2,144 | $3,501-38.8% | $4,245-49.5% | $3,740-42.7% |
| Admin fee / account holder | $234 | $535-56.3% | $6,643-96.5% | $513-54.4% |