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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIFTH THIRD BANK Service code 99 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Other Fees | $6,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,283 | $101,499+62.8% | $147,005+12.4% | $74,546+121.7% |
| Participation rate | 42.0% | 75.5%-33.5pp | 82.2%-40.2pp | 67.2%-25.2pp |
| Annual return | 18.19% | 8732.34%-8714.2pp | 418.76%-400.6pp | 1366.03%-1347.8pp |
| Employer contribution / active EE | $659 | $3,811-82.7% | $4,934-86.6% | $2,624-74.9% |
| Participant deferral / active EE | $3,521 | $7,304-51.8% | $8,070-56.4% | $4,347-19.0% |
| Admin fee / account holder | $59 | $1,748-96.6% | $13,006-99.5% | $1,944-97.0% |