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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 | Securities Custodian | $31,286 |
BPS&M1+ years Filed as: BPS & M, LLC Service code 11 · EIN 62-1647117 | Actuarial | $17,992 |
Service code 10 · EIN 45-0784806 | Accounting | $11,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $211,396-100.0% | $226,711-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 48.3%-48.3pp | 4.3%-4.3pp |
| Annual return | -1.37% | 2.81%-4.2pp | -1.71%+0.3pp | 2.81%-4.2pp |
| Employer contribution / active EE | $2,497 | $16,358-84.7% | $45,357-94.5% | $16,358-84.7% |
| Participant deferral / active EE | $0 | $775-100.0% | $175-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $7,161-100.0% | $1,639-100.0% |