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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL TRUST CO. Service code 21 · EIN 51-0099493 222 SOUTH 9TH ST. · MINNEAPOLIS, MN 55402 | Bank Trustee | $20,601 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $344,842-100.0% | $334,005-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 43.7%-43.7pp | 43.9%-43.9pp |
| Annual return | -1.13% | 10.02%-11.1pp | 9.82%-10.9pp | 13.05%-14.2pp |
| Employer contribution / active EE | $6,261 | $31,894-80.4% | $30,304-79.3% | $37,651-83.4% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,074-100.0% |