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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-1051736 | Securities Custodian | $30,982 |
BPS&M2+ years Filed as: BPS & M, LLC Service code 11 · EIN 62-1647117 | Actuarial | $29,733 |
Service code 10 · EIN 45-0784806 | Accounting | $13,000 |
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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 | $49,677-100.0% | $115,507-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.8%-42.8pp | 3.6%-3.6pp |
| Annual return | 4.60% | 4.65%-0.1pp | 4.07%+0.5pp | 11.88%-7.3pp |
| Employer contribution / active EE | $2,223 | $13,858-84.0% | $45,149-95.1% | $14,612-84.8% |
| Participant deferral / active EE | $0 | $136-100.0% | $92-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $203,571-100.0% | $637-100.0% |