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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL TRUST COMPANY Service code 15 · EIN 51-0099493 | Recordkeeping | $25,006 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $8,596 |
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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 | $235,493-100.0% | $235,493-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 59.1%-59.1pp | 24.6%-24.6pp | 44.4%-44.4pp |
| Annual return | -4.50% | -5.95%+1.4pp | -6.07%+1.6pp | -14.65%+10.1pp |
| Employer contribution / active EE | $50,000 | $44,275+12.9% | $37,389+33.7% | $46,321+7.9% |
| Participant deferral / active EE | $0 | $146-100.0% | $182-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $12,327-100.0% | $12,327-100.0% | $14,582-100.0% |