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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIFTH THIRD BANK RETIREMENT SVCS. Service code 27 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Plan) | $98,866 |
Filed as: FIFTH THIRD ASSET MANAGEMENT Service code 21 · EIN 34-1172683 | Bank Trustee | $33,547 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $21,235 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 63 | 12b-1 Fees | $0 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 4.30% | 4.82%-0.5pp | 3.97%+0.3pp | 7.18%-2.9pp |
| Employer contribution / active EE | $5,823 | $12,725-54.2% | $28,168-79.3% | $13,095-55.5% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |