Filed May 28, 2026 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,375 |
UBS FINANCIAL SERVICES INC1+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $5,644 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,793 | $41,854-21.6% | $73,836-55.6% | $52,331-37.3% |
| Participation rate | 71.9% | 66.2%+5.7pp | 73.4%-1.5pp | 68.1%+3.8pp |
| Annual return | 22.83% | 2.11%+20.7pp | 2268.06%-2245.2pp | 4.54%+18.3pp |
| Employer contribution / active EE | $1,522 | $1,920-20.7% | $2,787-45.4% | $1,882-19.1% |
| Participant deferral / active EE | $1,874 | $2,498-25.0% | $3,583-47.7% | $3,022-38.0% |
| Admin fee / account holder | $177 | $493-64.0% | $4,882-96.4% | $592-70.0% |