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 LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,833,455 |
Filed as: FIFTH THIRD BANK RETIREMENT SRVCS Service code 21 · EIN 31-1051736 | Bank Trustee | $354,111 |
FUND DIRECT ADVISORS9+ years Filed as: FUND EVALUATION GROUP LLC Service code 16 · EIN 01-0694771 | Consulting | $344,272 |
KEATING, MUETHING & KLEKAMP PLL9+ years Filed as: KEATING, MUETHING, AND KLEKAMP PLL Service code 29 ONE EAST FOURTH ST · CINCINNATI, OH 45202 | Legal | $119,210 |
ERNST & YOUNG LLP9+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $40,000 |
MERCER2 years Service code 16 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Consulting | $18,528 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,944 | $96,393-36.8% | $86,681-29.7% | $96,393-36.8% |
| Participation rate | 75.6% | 71.3%+4.3pp | 71.7%+3.9pp | 71.3%+4.3pp |
| Annual return | 23.49% | 22.88%+0.6pp | 593.32%-569.8pp | 22.88%+0.6pp |
| Employer contribution / active EE | $1,924 | $3,239-40.6% | $3,026-36.4% | $3,239-40.6% |
| Participant deferral / active EE | $2,757 | $5,455-49.5% | $4,440-37.9% | $5,455-49.5% |
| Admin fee / account holder | $64 | $74-13.0% | $5,620-98.9% | $74-13.0% |