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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK1 year Service code 15 · EIN 39-1141446 | Recordkeeping | $5,830 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,720 | $73,638-71.9% | $95,952-78.4% | $73,488-71.8% |
| Participation rate | 35.6% | 76.2%-40.6pp | 77.1%-41.5pp | 70.7%-35.1pp |
| Annual return | 28.59% | 16.78%+11.8pp | 91.61%-63.0pp | 28.51%+0.1pp |
| Employer contribution / active EE | $267 | $1,863-85.6% | $2,541-89.5% | $2,270-88.2% |
| Participant deferral / active EE | $1,930 | $3,617-46.6% | $4,167-53.7% | $3,740-48.4% |
| Admin fee / account holder | $82 | $482-83.0% | $6,795-98.8% | $513-84.0% |