Filed June 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $19,253 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,229 | $85,515+34.7% | $112,040+2.8% | $67,986+69.5% |
| Participation rate | 83.0% | 68.2%+14.8pp | 76.5%+6.5pp | 57.2%+25.8pp |
| Annual return | 15.31% | 29.68%-14.4pp | 24.52%-9.2pp | 31.67%-16.4pp |
| Employer contribution / active EE | $3,505 | $2,191+60.0% | $2,954+18.6% | $2,019+73.6% |
| Participant deferral / active EE | $6,214 | $4,014+54.8% | $5,098+21.9% | $3,358+85.1% |
| Admin fee / account holder | $10 | $3,774-99.7% | $12,098-99.9% | $3,203-99.7% |