Filed January 26, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL2 years Service code 11 · EIN 23-1669823 | Actuarial | $117,488 |
CONNING, INC.4+ years Filed as: CONNING ASSET MANAGEMENT Service code 27 · EIN 43-1267103 | Advisory (Plan) | $115,953 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-1051736 | Bank Trustee | $52,945 |
BLACKROCK4+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
FEDERATED4+ years Filed as: FEDERATED INVESTORS FUNDS Service code 28 5800 CORPORATE DRIVE · PITTSBURGH, PA 152377000 | Investment Management | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -3.77% | -1.12%-2.6pp | -2.18%-1.6pp | 0.19%-4.0pp |
| Employer contribution / active EE | $17,582 | $12,052+45.9% | $38,751-54.6% | $13,763+27.8% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |