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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 | $81,331+1397.5% | $155,534+683.1% | $80,935+1404.9% |
| Participation rate | 98.7% | 66.3%+32.4pp | 78.2%+20.5pp | 67.7%+31.0pp |
| Annual return | 19.77% | 33.37%-13.6pp | 64.92%-45.1pp | 35.66%-15.9pp |
| Employer contribution / active EE | $58,715 | $3,105+1791.2% | $4,675+1156.0% | $2,757+2029.9% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $620 | $7,999-92.3% | $15,900-96.1% | $6,924-91.1% |