Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK7+ years Service code 15 · EIN 39-1141446 | Recordkeeping | $35,882 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $42,259 | $79,438-46.8% | $106,554-60.3% | $79,389-46.8% |
| Participation rate | 59.9% | 74.2%-14.3pp | 76.1%-16.3pp | 70.7%-10.8pp |
| Annual return | 12.11% | 18.27%-6.2pp | 26.80%-14.7pp | 116.89%-104.8pp |
| Employer contribution / active EE | $8 | $2,235-99.6% | $2,819-99.7% | $2,428-99.7% |
| Participant deferral / active EE | $2,133 | $3,824-44.2% | $4,398-51.5% | $4,046-47.3% |
| Admin fee / account holder | $238 | $523-54.6% | $7,408-96.8% | $626-62.1% |