Filed May 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 510 N VALLEY MILLS DRIVE · WACO, TX 76710 | Securities Custodian | $27,125 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,107 | $82,188-60.9% | $125,391-74.4% | $64,824-50.5% |
| Participation rate | 98.6% | 77.9%+20.7pp | 82.4%+16.3pp | 71.5%+27.2pp |
| Annual return | -2.99% | 3.50%-6.5pp | 572.41%-575.4pp | 32.84%-35.8pp |
| Employer contribution / active EE | $2,048 | $3,617-43.4% | $4,816-57.5% | $2,507-18.3% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $76 | $163-53.6% | $10,009-99.2% | $188-59.7% |