Filed January 26, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CONNING, INC.3+ years Filed as: CONNING ASSET MANAGEMENT Service code 27 · EIN 43-1267103 | Advisory (Plan) | $133,206 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-1051736 | Bank Trustee | $44,146 |
CONRAD SIEGEL1 year Service code 11 · EIN 23-1669823 | Actuarial | $25,200 |
BLACKROCK3+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
FEDERATED3+ years Filed as: FEDERATED INVESTORS FUNDS Service code 28 5800 CORPORATE DRIVE · PITTSBURGH, PA 152377000 | Investment Management | $0 |
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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.
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 14.91% | 13.03%+1.9pp | 10.36%+4.6pp | 23.90%-9.0pp |
| Employer contribution / active EE | $0 | $15,779-100.0% | $37,738-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |