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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK10+ years Service code 21 · EIN 39-1141446 | Bank Trustee | $71,290 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,213-100.0% | $93,696-100.0% | $77,736-100.0% |
| Participation rate | 0.0% | 64.0%-64.0pp | 68.7%-68.7pp | 70.6%-70.6pp |
| Annual return | 15.71% | 30.55%-14.8pp | 133.74%-118.0pp | 31.26%-15.6pp |
| Employer contribution / active EE | $473 | $1,168-59.5% | $2,422-80.5% | $2,728-82.7% |
| Participant deferral / active EE | $1,088 | $3,145-65.4% | $4,417-75.4% | $4,651-76.6% |
| Admin fee / account holder | $0 | $575-100.0% | $8,287-100.0% | $433-100.0% |