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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK2 years Service code 21 · EIN 39-1141446 | Bank Trustee | $41,328 |
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 | $74,325 | $91,424-18.7% | $135,942-45.3% | $71,495+4.0% |
| Participation rate | 54.2% | 75.7%-21.5pp | 81.9%-27.7pp | 67.9%-13.8pp |
| Annual return | 18.00% | 29.90%-11.9pp | 68.28%-50.3pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,955 | $3,704-47.2% | $4,858-59.8% | $2,589-24.5% |
| Participant deferral / active EE | $7,702 | $7,092+8.6% | $7,759-0.7% | $4,291+79.5% |
| Admin fee / account holder | $313 | $1,266-75.3% | $10,764-97.1% | $1,588-80.3% |