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| Provider | Service type | Compensation |
|---|---|---|
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Filed as: FIFTH THIRD BANK RETIREMENT SVCS. Service code 27 · EIN 31-1051736 | Advisory (Plan) | $82,719 |
CLEARARC CAPITAL, INC.6 years Service code 21 · EIN 34-1172683 | Bank Trustee | $45,002 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $26,960 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 10.11% | 9.21%+0.9pp | 8.34%+1.8pp | 8.76%+1.4pp |
| Employer contribution / active EE | $7,495 | $15,607-52.0% | $30,790-75.7% | $16,650-55.0% |
| Participant deferral / active EE | $0 | $2,645-100.0% | $252-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |