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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $50,265 |
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Plan reported the discovery of a loss from fraud or dishonesty.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $732,694-100.0% | $732,694-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 7.1%-7.1pp | 44.4%-44.4pp |
| Annual return | -14.32% | -15.17%+0.9pp | -15.18%+0.9pp | -14.65%+0.3pp |
| Employer contribution / active EE | $18,182 | $70,785-74.3% | $53,321-65.9% | $46,321-60.7% |
| Participant deferral / active EE | $0 | $0 | $0 | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $14,582-100.0% |