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 |
|---|---|---|
Filed as: FIFTH THIRD BANK RETIREMENT SRVCS Service code 21 · EIN 31-1051736 | Bank Trustee | $505,989 |
FUND DIRECT ADVISORS1+ years Filed as: FUND EVALUATION GROUP LLC Service code 16 · EIN 01-0694771 | Consulting | $157,257 |
KEATING, MUETHING & KLEKAMP PLL1+ years Filed as: KEATING, MUETHING, AND KLEKAMP PLL Service code 29 ONE EAST FOURTH ST · CINCINNATI, OH 45202 | Legal | $38,169 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $37,500 |
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,590 | $69,651-54.6% | $73,836-57.2% | $69,651-54.6% |
| Participation rate | 81.1% | 66.6%+14.6pp | 73.4%+7.7pp | 66.6%+14.6pp |
| Annual return | 3.25% | 53.77%-50.5pp | 2268.06%-2264.8pp | 53.77%-50.5pp |
| Employer contribution / active EE | $1,121 | $2,241-50.0% | $2,787-59.8% | $2,241-50.0% |
| Participant deferral / active EE | $2,007 | $3,635-44.8% | $3,583-44.0% | $3,635-44.8% |
| Admin fee / account holder | $23 | $63-63.8% | $4,882-99.5% | $63-63.8% |