Filed January 26, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CONNING, INC.9+ years Filed as: CONNING ASSET MANAGEMENT Service code 27 · EIN 43-1267103 | Advisory (Plan) | $434,168 |
CONRAD SIEGEL7 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $47,081 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-1051736 | Bank Trustee | $40,717 |
FEDERATED2 years Filed as: FEDERATED HERMES INC. Service code 28 1001 LIBERTY AVENUE · PITTSBURGH, PA 152223779 | 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.
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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 10.63% | 11.26%-0.6pp | 12.68%-2.0pp | 37.77%-27.1pp |
| Employer contribution / active EE | $0 | $10,658-100.0% | $41,626-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |