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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,075 |
Filed as: FIFTH THIRD SECURITIES INC Service code 61 MD10AT42 · CINCINNATI, OH 45202 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,058 | $79,523-22.0% | $140,019-55.7% | $56,287+10.3% |
| Participation rate | 64.1% | 85.7%-21.6pp | 87.5%-23.4pp | 69.9%-5.8pp |
| Annual return | 3.45% | 2.39%+1.1pp | 651.15%-647.7pp | -9.96%+13.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $10,869 | $5,129+111.9% | $6,927+56.9% | $3,350+224.5% |
| Admin fee / account holder | $5 | $614-99.2% | $10,705-100.0% | $521-99.0% |