Filed January 26, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CONNING, INC.10+ years Filed as: CONNING ASSET MANAGEMENT Service code 27 · EIN 43-1267103 | Advisory (Plan) | $328,263 |
CONRAD SIEGEL8 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $61,868 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-1051736 | Bank Trustee | $40,772 |
WILMINGTON TRUST1 year Filed as: MANUFACTURERS AND TRUST CO Service code 21 · EIN 16-0538020 | Bank Trustee | $5,206 |
FEDERATED3 years Filed as: FEDERATED HERMES INC. Service code 28 1001 LIBERTY AVENUE · PITTSBURGH, PA 152223779 | Investment Management | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 2.26% | 8.04%-5.8pp | 9.17%-6.9pp | 8.76%-6.5pp |
| Employer contribution / active EE | $0 | $10,583-100.0% | $40,523-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |