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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL TRUST COMPANY 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 | $282,865-100.0% | $191,373-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 12.4%-12.4pp |
| Annual return | 13.53% | 11.14%+2.4pp | 8.46%+5.1pp | 9.89%+3.6pp |
| Employer contribution / active EE | $8,106 | $16,887-52.0% | $25,175-67.8% | $14,313-43.4% |
| Participant deferral / active EE | $0 | $276-100.0% | $181-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $730-100.0% | $9,084-100.0% |