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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 12 · EIN 42-1466678 510 N VALLEY MILLS DRIVE · WACO, TX 767106075 | Claims processing | $47,836 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $280,286-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 8.3%-8.3pp | 18.6%-18.6pp |
| Annual return | 6.68% | 9.77%-3.1pp | 9.71%-3.0pp | 9.77%-3.1pp |
| Employer contribution / active EE | $7,362 | $13,890-47.0% | $21,536-65.8% | $13,890-47.0% |
| Participant deferral / active EE | $0 | $102-100.0% | $42-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |