Filed December 11, 1997 (most recent of 5 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Service code 17 · EIN 22-2232264 | Pension Consulting | $356,939 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 711 HIGH ST. · DES MOINES, IA 50392 | Bank Trustee | $19,543 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6257133 | Bank Trustee | $5,855 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $732,694-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | -15.47% | 2.78%-18.3pp | -15.18%-0.3pp | 2.78%-18.3pp |
| Employer contribution / active EE | $14,706 | $15,276-3.7% | $53,321-72.4% | $15,276-3.7% |
| Participant deferral / active EE | $0 | $691-100.0% | $0 | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $0 | $1,015-100.0% |