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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) | $15,561 |
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 | $121,937 | $51,207+138.1% | $70,565+72.8% | $75,177+62.2% |
| Participation rate | 78.6% | 61.0%+17.6pp | 68.4%+10.2pp | 67.2%+11.4pp |
| Annual return | 14.18% | 30.05%-15.9pp | 32.79%-18.6pp | 160.75%-146.6pp |
| Employer contribution / active EE | $2,147 | $1,826+17.6% | $2,976-27.8% | $2,671-19.6% |
| Participant deferral / active EE | $5,558 | $2,850+95.0% | $4,568+21.7% | $4,126+34.7% |
| Admin fee / account holder | -$2 | $4,097-100.0% | $6,430-100.0% | $5,651-100.0% |