Filed February 22, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 42-0127290 | Recordkeeping | $119,670 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL INVESTMENTS LLC Service code 27 · EIN 36-4863445 | Advisory (Plan) | $104,046 |
Service code 51 · EIN 81-3739640 | Investment Mgmt Fees | $18,717 |
MFS INVESTMENT MANAGEMENT9+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 27 · EIN 57-1187281 | Advisory (Plan) | $16,421 |
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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 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 10.62% | 20.09%-9.5pp | 15.31%-4.7pp | 37.74%-27.1pp |
| Employer contribution / active EE | $0 | $15,382-100.0% | $28,686-100.0% | $15,788-100.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |