Filed November 9, 2005 (most recent of 3 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
CONNING, INC.3 years Filed as: CONNING INVESTMENT PRODUCTS, INC. Service code 27 ONE FINANCIAL PLAZA · HARTFORD, CT 06103 | Advisory (Plan) | $179,973 |
Service code 11 · EIN 53-0181291 | Actuarial | $66,453 |
Filed as: PRIME, BUCHHOLZ AND ASSOCIATES, INC Service code 28 · EIN 02-0426421 | Investment Management | $40,300 |
BRIGGS AND MORGAN5+ years Service code 29 · EIN 41-0954702 | Legal | $38,719 |
BB&T1 year Service code 21 · EIN 56-0939887 | Bank Trustee | $23,687 |
Filed as: U.S. BANK NA Service code 21 · EIN 31-0841368 | Bank Trustee | $22,415 |
Filed as: TAFT STETTINIUS & HOLLISTER Service code 29 111 WACKER AVENUE · CHICAGO, IL 60601 | Legal | $6,000 |
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 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 | $46,244-100.0% | $204,001-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 2.8%-2.8pp |
| Annual return | 20.52% | 38.09%-17.6pp | -100.31%+120.8pp | 16.32%+4.2pp |
| Employer contribution / active EE | $0 | $10,322-100.0% | $18,686-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,604-100.0% | $127-100.0% |