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 LLC9 years Service code 15 · EIN 82-1061233 | Recordkeeping | $3,058,628 |
FIFTH THIRD BANK RETIREMENT SERVICE11+ years Filed as: FIFTH THIRD BANK RETIREMENT SRVCS Service code 21 · EIN 31-1051736 | Bank Trustee | $276,349 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $139,529 |
KEATING MUETHING & KLEKAMP PLL11+ years Filed as: KEATING, MUETHING, AND KLEKAMP PLL Service code 29 ONE EAST FOURTH ST · CINCINNATI, OH 45202 | Legal | $96,836 |
ERNST & YOUNG LLP11+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $44,000 |
MERCER4 years Service code 16 · EIN 13-2834414 | Consulting | $10,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,157 | $166,271-58.4% | $66,674+3.7% | $166,271-58.4% |
| Participation rate | 86.9% | 79.1%+7.8pp | 73.7%+13.2pp | 79.1%+7.8pp |
| Annual return | 10.70% | 15.58%-4.9pp | 321.24%-310.5pp | 15.58%-4.9pp |
| Employer contribution / active EE | $2,624 | $4,136-36.5% | $2,620+0.2% | $4,136-36.5% |
| Participant deferral / active EE | $3,570 | $7,214-50.5% | $4,084-12.6% | $7,214-50.5% |
| Admin fee / account holder | $57 | $445-87.3% | $5,098-98.9% | $445-87.3% |