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 | $880,853 |
FUND DIRECT ADVISORS2+ years Filed as: FUND EVALUATION GROUP LLC Service code 16 · EIN 01-0694771 | Consulting | $245,088 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $40,500 |
KEATING, MUETHING & KLEKAMP PLL2+ years Filed as: KEATING, MUETHING, AND KLEKAMP PLL Service code 29 ONE EAST FOURTH ST · CINCINNATI, OH 45202 | Legal | $13,396 |
HEWITT ASSOCIATES LLC2+ 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 | $29,116 | $329,111-91.2% | $78,675-63.0% | $329,111-91.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.6%+26.4pp | 67.9%+32.1pp |
| Annual return | 11.96% | 16.35%-4.4pp | 62.19%-50.2pp | 16.35%-4.4pp |
| Employer contribution / active EE | $1,182 | $2,303-48.7% | $2,850-58.5% | $2,303-48.7% |
| Participant deferral / active EE | $2,135 | $3,682-42.0% | $3,517-39.3% | $3,682-42.0% |
| Admin fee / account holder | $19 | $754-97.5% | $4,510-99.6% | $754-97.5% |