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| Provider | Service type | Compensation |
|---|---|---|
US BANK1+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $36,191 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL Service code 16 · EIN 42-0127290 | Consulting | $11,284 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -5.41% | -0.96%-4.4pp | -2.01%-3.4pp | -0.60%-4.8pp |
| Employer contribution / active EE | $679 | $6,828-90.1% | $34,453-98.0% | $12,272-94.5% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |