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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIFTH THIRD BANK Service code 28 · EIN 31-1051736 | Investment Management | $514,645 |
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $287,758 |
Filed as: STOUT RISIUS ROSS Service code 49 ONE SOUTH WACKER DR · CHICAGO, IL 60606 | Other Services | $95,700 |
GBQ PARTNERS4 years Filed as: GBQ PARTNERS LLC Service code 10 · EIN 20-2122306 | Accounting | $18,400 |
BELLWETHER CONSULTING LLC3 years Filed as: BELLWETHER CONSULTING Service code 16 · EIN 22-3784192 | Consulting | $10,000 |
CROWE LLP2 years Filed as: CROWE Service code 15 · EIN 35-0921680 | Recordkeeping | $5,828 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,183 | $114,195+145.4% | $106,554+162.9% | $93,010+201.2% |
| Participation rate | 99.7% | 86.4%+13.4pp | 76.1%+23.6pp | 73.9%+25.8pp |
| Annual return | 208.90% | 22.18%+186.7pp | 26.80%+182.1pp | 158.70%+50.2pp |
| Employer contribution / active EE | $0 | $4,009-100.0% | $2,819-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $0 | $5,908-100.0% | $4,398-100.0% | $4,561-100.0% |
| Admin fee / account holder | $162 | $105+54.3% | $7,408-97.8% | $152+6.5% |