Filed October 13, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 25 · EIN 42-1466678 | Directed Trustee | $109,475 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 28 · EIN 34-1542819 | Investment Management | $18,777 |
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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% | $306,246-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 2.3%-2.3pp |
| Annual return | 6.88% | 11.98%-5.1pp | 35.16%-28.3pp | 37.77%-30.9pp |
| Employer contribution / active EE | $97,904 | $57,753+69.5% | $46,401+111.0% | $15,798+519.7% |
| Participant deferral / active EE | $0 | $1,774-100.0% | $72-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $4,448-100.0% | $9,287-100.0% |