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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Service code 21 · EIN 04-2647786 | Bank Trustee | $89,646 |
OCTOBER THREE CONSULTING LLC5 years Service code 11 · EIN 27-1175487 | Actuarial | $25,530 |
Filed as: FIFTH THIRD BANK Service code 21 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Bank Trustee | $2,525 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $310,574-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 2.1%-2.1pp |
| Annual return | 6.47% | 6.37%+0.1pp | 8.04%-1.6pp | 7.65%-1.2pp |
| Employer contribution / active EE | $18,474 | $48,951-62.3% | $42,693-56.7% | $20,582-10.2% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,889-100.0% | $193-100.0% |