Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JOHNSON BANK2 years Service code 15 · EIN 39-1141446 | Recordkeeping | $32,922 |
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 | $19,849 | $58,093-65.8% | $80,022-75.2% | $56,287-64.7% |
| Participation rate | 82.0% | 73.6%+8.3pp | 75.8%+6.1pp | 69.9%+12.1pp |
| Annual return | -6.31% | 34.63%-40.9pp | 11.22%-17.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $470 | $1,933-75.7% | $2,468-81.0% | $2,111-77.7% |
| Participant deferral / active EE | $2,402 | $3,136-23.4% | $3,686-34.8% | $3,350-28.3% |
| Admin fee / account holder | $104 | $623-83.4% | $6,521-98.4% | $521-80.1% |