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 LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,208,408 |
Filed as: FIFTH THIRD BANK RETIREMENT SRVCS Service code 21 · EIN 31-1051736 | Bank Trustee | $852,403 |
FUND DIRECT ADVISORS5+ years Filed as: FUND EVALUATION GROUP LLC Service code 16 · EIN 01-0694771 | Consulting | $243,607 |
KEATING, MUETHING & KLEKAMP PLL5+ years Filed as: KEATING, MUETHING, AND KLEKAMP PLL Service code 29 ONE EAST FOURTH ST · CINCINNATI, OH 45202 | Legal | $87,003 |
ERNST & YOUNG LLP5+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $37,806 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,220 | $89,609-48.4% | $90,304-48.8% | $89,609-48.4% |
| Participation rate | 79.7% | 69.6%+10.2pp | 73.3%+6.5pp | 69.6%+10.2pp |
| Annual return | 32.28% | 34.56%-2.3pp | 78.13%-45.8pp | 34.56%-2.3pp |
| Employer contribution / active EE | $1,326 | $2,584-48.7% | $2,855-53.5% | $2,584-48.7% |
| Participant deferral / active EE | $2,332 | $4,220-44.7% | $3,885-40.0% | $4,220-44.7% |
| Admin fee / account holder | $87 | $72+21.3% | $5,354-98.4% | $72+21.3% |