Filed February 22, 2021 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 81-3739640 | Investment Mgmt Fees | $135,795 |
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 42-0127290 | Recordkeeping | $74,141 |
MFS INVESTMENT MANAGEMENT8+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 27 · EIN 57-1187281 | Advisory (Plan) | $43,762 |
WELLS FARGO BANK, N.A.4 years Service code 15 · EIN 94-1347393 | Recordkeeping | $19,648 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $53,690-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -19.93% | -11.26%-8.7pp | -4.80%-15.1pp | 2.77%-22.7pp |
| Employer contribution / active EE | $0 | $17,131-100.0% | $30,897-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $64-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $40,849-100.0% | $1,015-100.0% |