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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIFTH THIRD BANK RETIREMENT SRVCS Service code 18 · EIN 31-1051736 | Distribution (12b-1) fees; Investment... | $93,550 |
THE LIBMAN ACTUARIAL GROUP, INC.8+ years Service code 11 · EIN 34-1635800 | Actuarial | $24,356 |
PLANTE & MORAN, PLLC8+ years Service code 10 · EIN 38-1357951 | Accounting | $16,150 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.3%-12.3pp | 9.9%-9.9pp |
| Annual return | -14.59% | -3.51%-11.1pp | -5.12%-9.5pp | -5.25%-9.3pp |
| Employer contribution / active EE | $6,731 | $11,313-40.5% | $31,020-78.3% | $15,161-55.6% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |