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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIFTH THIRD BANK Service code 15 · EIN 31-0676865 | Recordkeeping | $13,355 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,825 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,577 | $86,949-36.1% | $102,460-45.8% | $80,959-31.4% |
| Participation rate | 92.2% | 72.4%+19.8pp | 76.5%+15.7pp | 67.7%+24.6pp |
| Annual return | 15.46% | 18.89%-3.4pp | 29.47%-14.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $2,355 | $2,370-0.6% | $3,025-22.2% | $2,757-14.6% |
| Participant deferral / active EE | $3,906 | $4,121-5.2% | $5,056-22.7% | $4,300-9.2% |
| Admin fee / account holder | $194 | $8,048-97.6% | $9,460-97.9% | $6,925-97.2% |