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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIFTH THIRD BANCORP Service code 22 · EIN 31-0854434 | Insurance Broker | $225,442 |
BENESYS, INC.7+ years Service code 15 · EIN 38-2383171 | Recordkeeping | $196,144 |
CUNI, RUST & STRENK7+ years Service code 11 · EIN 31-1227755 | Actuarial | $150,800 |
SHUMAKER, LOOP & KENDRICK, LLP7+ years Service code 29 · EIN 34-4439491 | Legal | $145,442 |
FOUNDRY PARTNERS7+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $126,821 |
C.S. MCKEE, L.P.7+ years Filed as: CS MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $85,203 |
MARQUETTE ASSOCIATES7+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $85,104 |
ACADIAN ASSET MANAGEMENT LLC3 years Filed as: ACADIAN GLOBAL MANAGED VOL EQ FUND Service code 28 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $53,144 |
CLARK, SCHAEFER, HACKETT & CO.7+ years Service code 10 · EIN 31-0800053 | Accounting | $44,900 |
ASCENSUS LLC7+ years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $38,731 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 14.17% | 19.37%-5.2pp | 11.08%+3.1pp | 15.63%-1.5pp |
| Employer contribution / active EE | $9,576 | $13,107-26.9% | $28,418-66.3% | $11,476-16.6% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |