Filed July 20, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
BOLTON PARTNERS, INC.1 year Filed as: BOLTON PARTNERS, LLC Service code 27 1 W PENNSYLVANIA AVE · TOWSON, MD 21204 | Advisory (Plan) | $53,182 |
Filed as: PRINCIPAL FINANCIAL GROUP, INC. Service code 21 · EIN 42-1520346 711 HIGH STREET · DES MOINES, IA 50392 | Bank Trustee | $12,134 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | - | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 7.71% | 7.65%+0.1pp | 3.39%+4.3pp | 7.65%+0.1pp |
| Employer contribution / active EE | $17,857 | $20,582-13.2% | $31,780-43.8% | $20,582-13.2% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $83-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | - | $193-100.0% |