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 LLC1 year Service code 16 · EIN 11-3446531 | Consulting | $2,104,761 |
Filed as: FIFTH THIRD BANK RETIREMENT SRVCS Service code 21 · EIN 31-1051736 | Bank Trustee | $747,901 |
FUND DIRECT ADVISORS3+ years Filed as: FUND EVALUATION GROUP LLC Service code 16 · EIN 01-0694771 | Consulting | $90,716 |
KEATING, MUETHING & KLEKAMP PLL3+ years Filed as: KEATING, MUETHING, AND KLEKAMP PLL Service code 29 ONE EAST FOURTH ST · CINCINNATI, OH 45202 | Legal | $21,758 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,371 | $80,976-51.4% | $86,582-54.5% | $80,976-51.4% |
| Participation rate | 81.5% | 68.3%+13.2pp | 73.5%+7.9pp | 68.3%+13.2pp |
| Annual return | 33.47% | 22.91%+10.6pp | 965.08%-931.6pp | 22.91%+10.6pp |
| Employer contribution / active EE | $1,158 | $2,402-51.8% | $2,839-59.2% | $2,402-51.8% |
| Participant deferral / active EE | $2,057 | $3,848-46.5% | $3,609-43.0% | $3,848-46.5% |
| Admin fee / account holder | $68 | $67+1.3% | $4,904-98.6% | $67+1.3% |