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 LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,341,396 |
Filed as: FIFTH THIRD BANK RETIREMENT SRVCS Service code 21 · EIN 31-1051736 | Bank Trustee | $1,024,227 |
FUND DIRECT ADVISORS8+ years Filed as: FUND EVALUATION GROUP LLC Service code 16 · EIN 01-0694771 | Consulting | $330,108 |
KEATING, MUETHING & KLEKAMP PLL8+ years Filed as: KEATING, MUETHING, AND KLEKAMP PLL Service code 29 ONE EAST FOURTH ST · CINCINNATI, OH 45202 | Legal | $109,707 |
ERNST & YOUNG LLP8+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $37,400 |
MERCER1 year Service code 16 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Consulting | $30,595 |
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 | $51,890 | $89,433-42.0% | $82,744-37.3% | $89,433-42.0% |
| Participation rate | 74.8% | 71.3%+3.5pp | 72.6%+2.2pp | 71.3%+3.5pp |
| Annual return | -10.85% | -11.88%+1.0pp | 702.22%-713.1pp | -11.88%+1.0pp |
| Employer contribution / active EE | $1,731 | $3,021-42.7% | $3,008-42.4% | $3,021-42.7% |
| Participant deferral / active EE | $2,668 | $5,125-47.9% | $4,395-39.3% | $5,125-47.9% |
| Admin fee / account holder | $89 | $79+11.6% | $5,325-98.3% | $79+11.6% |