Filed August 24, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIFTH THIRD BANK Service code 18 · EIN 31-1051736 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Custodial (other than securities) | $45,772 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ Service code 11 · EIN 31-1498244 13680 CLEVELAND AVE NW · UNIONTOWN, OH 446858098 | Actuarial | $23,075 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $54,060-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 8.4%-8.4pp |
| Annual return | 31.04% | 134.79%-103.8pp | 36.37%-5.3pp | 18.35%+12.7pp |
| Employer contribution / active EE | $7,936 | $12,114-34.5% | $37,223-78.7% | $14,669-45.9% |
| Participant deferral / active EE | $0 | $107-100.0% | $524-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $568-100.0% | $9,141-100.0% |