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.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Service code 16 · EIN 82-1061233 | Consulting | $2,654,129 |
Filed as: FIFTH THIRD BANK RETIREMENT SRVCS Service code 21 · EIN 31-1051736 | Bank Trustee | $1,317,512 |
FUND DIRECT ADVISORS4+ years Filed as: FUND EVALUATION GROUP LLC Service code 16 · EIN 01-0694771 | Consulting | $272,484 |
KEATING, MUETHING & KLEKAMP PLL4+ years Filed as: KEATING, MUETHING, AND KLEKAMP PLL Service code 29 ONE EAST FOURTH ST · CINCINNATI, OH 45202 | Legal | $29,420 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,831 | $73,367-49.8% | $79,472-53.7% | $73,367-49.8% |
| Participation rate | 80.6% | 69.5%+11.2pp | 73.3%+7.3pp | 69.5%+11.2pp |
| Annual return | -1.50% | 173.45%-175.0pp | 718.32%-719.8pp | 173.45%-175.0pp |
| Employer contribution / active EE | $1,254 | $2,499-49.8% | $2,801-55.2% | $2,499-49.8% |
| Participant deferral / active EE | $2,345 | $4,033-41.8% | $3,704-36.7% | $4,033-41.8% |
| Admin fee / account holder | $49 | $68-27.9% | $5,104-99.0% | $68-27.9% |