Filed May 28, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,137 |
UBS FINANCIAL SERVICES INC2+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,454 |
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 | $28,531 | $43,423-34.3% | $78,676-63.7% | $55,167-48.3% |
| Participation rate | 75.7% | 68.0%+7.6pp | 73.6%+2.1pp | 69.0%+6.7pp |
| Annual return | 5.72% | 11.53%-5.8pp | 62.19%-56.5pp | 169.23%-163.5pp |
| Employer contribution / active EE | $1,639 | $1,997-17.9% | $2,850-42.5% | $1,963-16.5% |
| Participant deferral / active EE | $2,303 | $2,509-8.2% | $3,517-34.5% | $3,054-24.6% |
| Admin fee / account holder | $253 | $416-39.1% | $4,510-94.4% | $504-49.7% |