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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL TRUST CO. Service code 21 · EIN 51-0099493 222 SOUTH 9TH STREET · MINNEAPOLIS, MN 55402 | Bank Trustee | $348,801 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 12.52% | 8.46%+4.1pp | 9.82%+2.7pp | 8.76%+3.8pp |
| Employer contribution / active EE | $18,861 | $11,054+70.6% | $30,322-37.8% | $16,664+13.2% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |