Filed August 1, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,059,083 |
FUND DIRECT ADVISORS10+ years Filed as: FUND EVALUATION GROUP LLC Service code 16 · EIN 01-0694771 | Consulting | $432,722 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Filed as: FIFTH THIRD BANK RETIREMENT SRVCS Service code 21 · EIN 31-1051736 | Bank Trustee | $267,136 |
KEATING, MUETHING & KLEKAMP PLL10+ years Filed as: KEATING, MUETHING, AND KLEKAMP PLL Service code 29 ONE EAST FOURTH ST · CINCINNATI, OH 45202 | Legal | $108,449 |
CURCIO WEBB1 year Service code 27 610 16TH STREET · OAKLAND, CA 94612 | Advisory (Plan) | $60,000 |
ERNST & YOUNG LLP10+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $42,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,387 | $106,553-36.8% | $81,844-17.7% | $106,553-36.8% |
| Participation rate | 86.5% | 69.8%+16.6pp | 72.4%+14.1pp | 69.8%+16.6pp |
| Annual return | 16.83% | 17.37%-0.5pp | 778.87%-762.0pp | 17.37%-0.5pp |
| Employer contribution / active EE | $2,417 | $3,359-28.0% | $2,916-17.1% | $3,359-28.0% |
| Participant deferral / active EE | $3,329 | $5,562-40.1% | $4,323-23.0% | $5,562-40.1% |
| Admin fee / account holder | $66 | $80-17.5% | $7,355-99.1% | $80-17.5% |