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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIFTH THIRD BANCORP Service code 22 · EIN 31-0854434 | Insurance Broker | $204,658 |
BENESYS, INC.6+ years Service code 15 · EIN 38-2383171 | Recordkeeping | $190,873 |
MARQUETTE ASSOCIATES6+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $95,000 |
SHUMAKER, LOOP & KENDRICK, LLP6+ years Service code 29 · EIN 34-4439491 | Legal | $90,782 |
FOUNDRY PARTNERS6+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $78,367 |
C.S. MCKEE, L.P.6+ years Filed as: CS MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $76,602 |
CUNI, RUST & STRENK6+ years Service code 11 · EIN 31-1227755 | Actuarial | $62,850 |
ASCENSUS LLC6+ years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $62,575 |
ACADIAN ASSET MANAGEMENT LLC2 years Filed as: ACADIAN GLOBAL MANAGED VOL EQ FUND Service code 28 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $48,385 |
CLARK, SCHAEFER, HACKETT & CO.6+ years Service code 10 · EIN 31-0800053 | Accounting | $45,575 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 6.64% | 6.82%-0.2pp | 8.01%-1.4pp | 12.86%-6.2pp |
| Employer contribution / active EE | $10,971 | $12,695-13.6% | $29,476-62.8% | $13,687-19.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |