Filed July 28, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIFTH THIRD BANK Service code 64 · EIN 84-1233483 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $10,536 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,419 | $107,378-95.0% | $108,582-95.0% | $57,658-90.6% |
| Participation rate | 83.9% | 77.1%+6.8pp | 79.6%+4.3pp | 70.2%+13.6pp |
| Annual return | 8.87% | 12.80%-3.9pp | -51.70%+60.6pp | 5.13%+3.7pp |
| Employer contribution / active EE | $384 | $1,782-78.5% | $3,758-89.8% | $1,974-80.6% |
| Participant deferral / active EE | $1,220 | $3,221-62.1% | $4,311-71.7% | $3,061-60.1% |
| Admin fee / account holder | $13 | $108-87.9% | $7,645-99.8% | $95-86.1% |