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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK1 year Service code 21 · EIN 39-1141446 | Bank Trustee | $28,719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,493 | $84,482-30.8% | $125,363-53.3% | $66,930-12.6% |
| Participation rate | 48.9% | 76.4%-27.5pp | 82.4%-33.5pp | 69.8%-20.9pp |
| Annual return | -15.37% | -8.49%-6.9pp | 572.15%-587.5pp | 1.57%-16.9pp |
| Employer contribution / active EE | $770 | $3,553-78.3% | $4,815-84.0% | $2,545-69.7% |
| Participant deferral / active EE | $6,416 | $6,782-5.4% | $7,447-13.9% | $4,238+51.4% |
| Admin fee / account holder | $208 | $685-69.6% | $10,005-97.9% | $593-64.9% |