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 LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,934,136 |
Filed as: FIFTH THIRD BANK RETIREMENT SRVCS Service code 21 · EIN 31-1051736 | Bank Trustee | $919,158 |
FUND DIRECT ADVISORS6+ years Filed as: FUND EVALUATION GROUP LLC Service code 16 · EIN 01-0694771 | Consulting | $329,399 |
KEATING, MUETHING & KLEKAMP PLL6+ years Filed as: KEATING, MUETHING, AND KLEKAMP PLL Service code 29 ONE EAST FOURTH ST · CINCINNATI, OH 45202 | Legal | $149,336 |
ERNST & YOUNG LLP6+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $36,000 |
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 | $56,281 | $106,273-47.0% | $90,468-37.8% | $106,273-47.0% |
| Participation rate | 75.7% | 70.8%+4.9pp | 72.7%+3.0pp | 70.8%+4.9pp |
| Annual return | 20.17% | 21.70%-1.5pp | 1294.94%-1274.8pp | 21.70%-1.5pp |
| Employer contribution / active EE | $1,674 | $2,722-38.5% | $3,264-48.7% | $2,722-38.5% |
| Participant deferral / active EE | $2,465 | $4,601-46.4% | $3,964-37.8% | $4,601-46.4% |
| Admin fee / account holder | $91 | $78+15.9% | $5,614-98.4% | $78+15.9% |