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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 | $365,775 |
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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 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | 16.74% | 18.04%-1.3pp | 32.33%-15.6pp | 37.77%-21.0pp |
| Employer contribution / active EE | $19,710 | $10,357+90.3% | $33,964-42.0% | $15,798+24.8% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |