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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK3 years Service code 21 · EIN 39-1141446 | Bank Trustee | $39,801 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,074 | $101,672-5.5% | $147,117-34.7% | $74,478+29.0% |
| Participation rate | 57.0% | 75.5%-18.5pp | 82.2%-25.1pp | 67.2%-10.2pp |
| Annual return | 17.34% | 8757.83%-8740.5pp | 420.54%-403.2pp | 1370.56%-1353.2pp |
| Employer contribution / active EE | $1,777 | $3,813-53.4% | $4,932-64.0% | $2,626-32.3% |
| Participant deferral / active EE | $8,566 | $7,305+17.3% | $8,065+6.2% | $4,350+96.9% |
| Admin fee / account holder | $318 | $1,753-81.8% | $12,993-97.5% | $1,946-83.6% |