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| Provider | Service type | Compensation |
|---|---|---|
ALICIA SEPULVEDA3 years Service code 30 · EIN 34-6605342 | Employee (plan) | $28,860 |
TUCKER ARENSBERG1 year Service code 29 · EIN 25-1425735 | Legal | $12,370 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 | Securities Custodian | $11,402 |
J. SCHAEFER & COMPANY LLC3 years Service code 10 · EIN 82-3706925 | Accounting | $10,875 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $342,274-100.0% | $342,274-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 14.4%-14.4pp | 44.0%-44.0pp |
| Annual return | 298.72% | 7.83%+290.9pp | 8.34%+290.4pp | 13.05%+285.7pp |
| Employer contribution / active EE | $0 | $35,005-100.0% | $30,799-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $30,864-100.0% |