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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK9+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $36,958 |
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 | $49,472 | $71,534-30.8% | $98,462-49.8% | $71,529-30.8% |
| Participation rate | 59.1% | 72.7%-13.6pp | 75.2%-16.1pp | 67.9%-8.8pp |
| Annual return | 21.23% | 32.44%-11.2pp | 21.17%+0.1pp | 28.97%-7.7pp |
| Employer contribution / active EE | $1,837 | $2,399-23.5% | $3,049-39.8% | $2,590-29.1% |
| Participant deferral / active EE | $2,898 | $4,109-29.5% | $4,738-38.8% | $4,291-32.5% |
| Admin fee / account holder | $274 | $1,677-83.7% | $8,875-96.9% | $1,588-82.8% |