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 LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,629,462 |
Filed as: FIFTH THIRD BANK RETIREMENT SRVCS Service code 21 · EIN 31-1051736 | Bank Trustee | $827,237 |
FUND DIRECT ADVISORS7+ years Filed as: FUND EVALUATION GROUP LLC Service code 16 · EIN 01-0694771 | Consulting | $406,110 |
KEATING, MUETHING & KLEKAMP PLL7+ years Filed as: KEATING, MUETHING, AND KLEKAMP PLL Service code 29 ONE EAST FOURTH ST · CINCINNATI, OH 45202 | Legal | $101,268 |
ERNST & YOUNG LLP7+ 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 | $61,505 | $106,520-42.3% | $98,508-37.6% | $106,520-42.3% |
| Participation rate | 74.5% | 71.3%+3.2pp | 73.3%+1.1pp | 71.3%+3.2pp |
| Annual return | 17.84% | 19.28%-1.4pp | 1495.22%-1477.4pp | 19.28%-1.4pp |
| Employer contribution / active EE | $1,571 | $2,840-44.7% | $2,961-46.9% | $2,840-44.7% |
| Participant deferral / active EE | $2,658 | $4,948-46.3% | $4,276-37.8% | $4,948-46.3% |
| Admin fee / account holder | $96 | $75+28.3% | $5,956-98.4% | $75+28.3% |