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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 | $534,755 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $267,477-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -14.59% | -10.35%-4.2pp | -38.86%+24.3pp | 2.78%-17.4pp |
| Employer contribution / active EE | $20,371 | $8,768+132.3% | $37,756-46.0% | $15,276+33.4% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |