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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK8+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $35,715 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,974 | $72,639-51.9% | $90,766-61.5% | $66,949-47.8% |
| Participation rate | 59.3% | 73.7%-14.4pp | 75.7%-16.4pp | 69.8%-10.5pp |
| Annual return | -14.67% | -12.28%-2.4pp | -12.16%-2.5pp | 1.57%-16.2pp |
| Employer contribution / active EE | $792 | $2,369-66.6% | $2,922-72.9% | $2,545-68.9% |
| Participant deferral / active EE | $2,464 | $3,979-38.1% | $4,565-46.0% | $4,239-41.9% |
| Admin fee / account holder | $232 | $708-67.2% | $8,446-97.3% | $594-60.9% |