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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK1 year Service code 15 · EIN 39-1141446 | Recordkeeping | $18,432 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,731 | $63,314-64.1% | $91,004-75.0% | $62,293-63.5% |
| Participation rate | 81.3% | 73.3%+8.0pp | 75.6%+5.7pp | 69.5%+11.8pp |
| Annual return | 18.56% | 21.00%-2.4pp | 4.60%+14.0pp | 28.90%-10.3pp |
| Employer contribution / active EE | $498 | $1,807-72.5% | $2,456-79.7% | $2,042-75.6% |
| Participant deferral / active EE | $2,219 | $2,944-24.6% | $3,548-37.4% | $3,169-30.0% |
| Admin fee / account holder | $66 | $468-86.0% | $5,417-98.8% | $479-86.3% |