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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIFTH THIRD BANK Service code 15 · EIN 31-0676865 | Recordkeeping | $12,081 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,737 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,616 | $80,992-35.0% | $96,534-45.5% | $75,173-30.0% |
| Participation rate | 90.1% | 71.8%+18.3pp | 76.0%+14.1pp | 67.2%+22.9pp |
| Annual return | 16.62% | 27.05%-10.4pp | 25.88%-9.3pp | 160.72%-144.1pp |
| Employer contribution / active EE | $2,242 | $2,283-1.8% | $2,965-24.4% | $2,671-16.1% |
| Participant deferral / active EE | $4,081 | $3,929+3.9% | $4,851-15.9% | $4,126-1.1% |
| Admin fee / account holder | $173 | $6,717-97.4% | $8,253-97.9% | $5,651-96.9% |