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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING8+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $176,521 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $70,000 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $59,880 |
Filed as: FIFTH THIRD BANCORP Service code 21 · EIN 31-0854434 | Bank Trustee | $38,051 |
MORGAN LEWIS7 years Service code 29 · EIN 23-0891050 | Legal | $35,680 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $35,250 |
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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 | $0 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 5.6%-5.6pp |
| Annual return | -19.40% | -15.55%-3.8pp | -5.12%-14.3pp | 39.77%-59.2pp |
| Employer contribution / active EE | $0 | $14,317-100.0% | $31,020-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |