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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL BANK Service code 21 · EIN 51-0099493 | Bank Trustee | $7,500 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | - | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 9.9%-9.9pp |
| Annual return | -13.00% | -14.09%+1.1pp | 179.55%-192.5pp | -5.25%-7.7pp |
| Employer contribution / active EE | $7,189 | $19,237-62.6% | $24,917-71.1% | $15,161-52.6% |
| Participant deferral / active EE | $0 | $307-100.0% | $463-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | - | $3,859-100.0% |