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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 | $24,265-100.0% | $280,286-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 9.3%-9.3pp | 9.1%-9.1pp | 9.3%-9.3pp |
| Annual return | 6.68% | 9.76%-3.1pp | 4.11%+2.6pp | 9.76%-3.1pp |
| Employer contribution / active EE | $7,362 | $12,965-43.2% | $20,922-64.8% | $12,965-43.2% |
| Participant deferral / active EE | $0 | $143-100.0% | $0 | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |