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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 | $110,282+372.5% | $102,423+408.8% | $199,921+160.7% |
| Participation rate | 99.5% | 86.3%+13.3pp | 76.5%+23.0pp | 72.0%+27.5pp |
| Annual return | 14.92% | 35.75%-20.8pp | 29.42%-14.5pp | 34.28%-19.4pp |
| Employer contribution / active EE | $9,591 | $3,603+166.2% | $3,023+217.3% | $3,035+216.0% |
| Participant deferral / active EE | $0 | $6,376-100.0% | $5,054-100.0% | $5,089-100.0% |
| Admin fee / account holder | $2 | $122-98.1% | $9,455-100.0% | $269-99.2% |