Filed May 28, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,195 |
UBS FINANCIAL SERVICES INC3+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $16,435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,772 | $50,637-33.3% | $86,582-61.0% | $62,293-45.8% |
| Participation rate | 69.3% | 67.9%+1.4pp | 73.5%-4.2pp | 69.5%-0.2pp |
| Annual return | 13.63% | 20.80%-7.2pp | 965.08%-951.5pp | 28.90%-15.3pp |
| Employer contribution / active EE | $1,739 | $2,075-16.2% | $2,839-38.8% | $2,042-14.9% |
| Participant deferral / active EE | $2,704 | $2,611+3.6% | $3,609-25.1% | $3,169-14.7% |
| Admin fee / account holder | $267 | $413-35.5% | $4,904-94.6% | $479-44.4% |