Filed October 3, 2014 (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.
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| Provider | Service type | Compensation |
|---|---|---|
US BANK1 year Service code 28 · EIN 31-0841368 | Investment Management | $1,218,702 |
Filed as: PRINCIPAL TRUST COMPANY Service code 19 · EIN 51-0099493 | Securities Custodian | $92,358 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 9.30% | 5.48%+3.8pp | 9.82%-0.5pp | 9.30%0pp |
| Employer contribution / active EE | $0 | $9,127-100.0% | $30,322-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $1,321 | $999+32.1% | $66+1891.9% | $2,867-53.9% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |