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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 510 N VALLEY MILLS DRIVE · WACO, TX 767106075 | Bank Trustee | $42,296 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,234-100.0% | $267,477-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.5%-35.5pp | 5.6%-5.6pp |
| Annual return | -21.48% | -14.45%-7.0pp | -38.86%+17.4pp | 39.82%-61.3pp |
| Employer contribution / active EE | $0 | $14,058-100.0% | $37,752-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |