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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $43,054 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $7,352 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,694 | $72,303-50.6% | $86,698-58.8% | $64,819-44.9% |
| Participation rate | 96.2% | 80.4%+15.8pp | 76.6%+19.7pp | 71.5%+24.8pp |
| Annual return | -20.55% | 392.77%-413.3pp | 35.95%-56.5pp | 32.84%-53.4pp |
| Employer contribution / active EE | $1,574 | $2,393-34.2% | $2,837-44.5% | $2,507-37.2% |
| Participant deferral / active EE | $3,643 | $4,660-21.8% | $4,656-21.8% | $4,311-15.5% |
| Admin fee / account holder | $149 | $174-14.3% | $7,493-98.0% | $188-20.6% |