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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK10+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $57,011 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 30-1413443 | Accounting | $16,604 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,694 | $89,093-59.9% | $102,434-65.2% | $77,736-54.1% |
| Participation rate | 48.4% | 80.9%-32.5pp | 76.5%-28.1pp | 70.6%-22.2pp |
| Annual return | 20.07% | 25.03%-5.0pp | 29.46%-9.4pp | 31.26%-11.2pp |
| Employer contribution / active EE | $1,283 | $2,699-52.5% | $3,023-57.5% | $2,728-52.9% |
| Participant deferral / active EE | $2,266 | $5,147-56.0% | $5,055-55.2% | $4,651-51.3% |
| Admin fee / account holder | $211 | $236-10.6% | $9,462-97.8% | $433-51.3% |