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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 15 · EIN 51-0099493 510 N VALLEY MILLS DRIVE · WACO, TX 76710 | Recordkeeping | $19,970 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $319,010-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 0.0%0pp |
| Annual return | -6.85% | -13.41%+6.6pp | 10.22%-17.1pp | 2.78%-9.6pp |
| Employer contribution / active EE | $44,490 | $53,848-17.4% | $51,212-13.1% | $15,276+191.2% |
| Participant deferral / active EE | $0 | $1,790-100.0% | $129-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $10,810-100.0% | $1,015-100.0% |