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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC4 years Service code 11 · EIN 27-1175487 | Actuarial | $101,776 |
Filed as: FIFTH THIRD BANK Service code 21 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Bank Trustee | $11,383 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $185,041-100.0% | $306,246-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 62.9%-62.9pp | 2.4%-2.4pp |
| Annual return | 9.75% | 10.25%-0.5pp | 35.16%-25.4pp | 22.81%-13.1pp |
| Employer contribution / active EE | $17,336 | $45,684-62.1% | $46,401-62.6% | $18,290-5.2% |
| Participant deferral / active EE | $0 | $180-100.0% | $72-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $28,548-100.0% | $4,448-100.0% | $85,222-100.0% |