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 | $25,346 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,081 | $95,438-66.4% | $135,982-76.4% | $74,473-56.9% |
| Participation rate | 99.1% | 78.2%+20.9pp | 81.9%+17.1pp | 70.7%+28.3pp |
| Annual return | 6.58% | 32.61%-26.0pp | 68.32%-61.7pp | 34.36%-27.8pp |
| Employer contribution / active EE | $1,246 | $3,878-67.9% | $4,859-74.4% | $2,638-52.8% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $66 | $259-74.6% | $10,767-99.4% | $347-81.0% |