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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) | $11,537 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,531 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,777 | $48,235+117.2% | $68,803+52.3% | $68,490+53.0% |
| Participation rate | 88.5% | 60.7%+27.8pp | 69.0%+19.5pp | 67.9%+20.6pp |
| Annual return | -14.19% | -12.70%-1.5pp | -6.37%-7.8pp | -7.85%-6.3pp |
| Employer contribution / active EE | $2,121 | $1,829+16.0% | $2,656-20.1% | $2,597-18.3% |
| Participant deferral / active EE | $5,438 | $2,867+89.7% | $3,942+37.9% | $4,028+35.0% |
| Admin fee / account holder | $20 | $4,361-99.5% | $4,936-99.6% | $5,403-99.6% |