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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIFTH THIRD BANK RETIREMENT SRVCS Service code 18 · EIN 31-1051736 | Investment management fees paid indir... | $49,725 |
THE LIBMAN ACTUARIAL GROUP, INC.9+ years Service code 11 · EIN 34-1635800 | Actuarial | $23,030 |
PLANTE & MORAN, PLLC9+ years Service code 10 · EIN 38-1357951 | Accounting | $15,600 |
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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 | $195,758-100.0% | $182,032-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.9%-55.9pp |
| Annual return | 2.22% | 3.70%-1.5pp | 7.69%-5.5pp | 24.44%-22.2pp |
| Employer contribution / active EE | $10,862 | $38,258-71.6% | $28,501-61.9% | $41,344-73.7% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |