Performance Review

Helping You Meet Your Fiduciary Duties

Johnston Investment Counsel’s performance reviews are designed to provide participants and the plan sponsor critical information.

Each quarter, Johnston Investment Counsel provides employees:

  • Performance analysis of all investment options including comparisons to indices
  • Overview of capital market returns
  • JIC’s newsletter
  • Periodic special reports

Annually, we review key demographic information including:

  • Overall participation rates and participation by age bands
  • Deferral amount by age bands
  • Account balance by age bands
  • Investment election & diversification by age bands
  • Distribution and loan information
  • Fees