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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIFTH THIRD BANK, NATIONAL Service code 27 · EIN 31-0676865 | Advisory (Plan) | $50,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,214 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,914 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,217,978 | $81,262+1398.8% | $155,602+682.8% | $80,911+1405.3% |
| Participation rate | 98.7% | 66.2%+32.5pp | 78.2%+20.5pp | 67.6%+31.1pp |
| Annual return | 19.77% | 33.34%-13.6pp | 64.81%-45.0pp | 35.63%-15.9pp |
| Employer contribution / active EE | $58,715 | $3,102+1792.9% | $4,675+1155.9% | $2,756+2030.6% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $5,629-100.0% | $4,297-100.0% |
| Admin fee / account holder | $620 | $7,992-92.2% | $15,923-96.1% | $6,935-91.1% |