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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) | $123,208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $566,524 | $46,100+1128.9% | $86,582+554.3% | $69,631+713.6% |
| Participation rate | 0.8% | 67.2%-66.4pp | 73.5%-72.7pp | 70.7%-69.9pp |
| Annual return | 14.06% | 21.02%-7.0pp | 965.08%-951.0pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $4,465 | $1,850+141.4% | $2,839+57.3% | $2,032+119.7% |
| Participant deferral / active EE | $3,993 | $2,432+64.2% | $3,609+10.7% | $3,224+23.9% |
| Admin fee / account holder | $1,197 | $94+1175.4% | $4,904-75.6% | $110+983.5% |