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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 38-1363961 PCS- VIRGINIA · WACO, TX 767106075 | Securities Custodian | $5,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $521,118 | $110,258+372.6% | $102,460+408.6% | $200,096+160.4% |
| Participation rate | 99.5% | 86.3%+13.2pp | 76.5%+23.0pp | 72.0%+27.5pp |
| Annual return | 14.92% | 35.78%-20.9pp | 29.47%-14.6pp | 34.26%-19.3pp |
| Employer contribution / active EE | $9,591 | $3,605+166.1% | $3,025+217.0% | $3,038+215.7% |
| Participant deferral / active EE | $0 | $6,377-100.0% | $5,056-100.0% | $5,090-100.0% |
| Admin fee / account holder | $2 | $122-98.1% | $9,460-100.0% | $269-99.2% |