Filed May 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 510 N VALLEY MILLS DRIVE SUITE 400 · WACO, TX 76710 | Bank Trustee | $26,708 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,817 | $106,028-72.8% | $146,958-80.4% | $77,643-62.9% |
| Participation rate | 94.4% | 78.4%+16.1pp | 82.2%+12.3pp | 70.6%+23.9pp |
| Annual return | -2.86% | 56.73%-59.6pp | 418.34%-421.2pp | 31.24%-34.1pp |
| Employer contribution / active EE | $1,114 | $4,063-72.6% | $4,933-77.4% | $2,726-59.1% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $74 | $337-78.0% | $12,998-99.4% | $430-82.7% |