Filed May 28, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,322 |
UBS FINANCIAL SERVICES INC5+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $19,643 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,557 | $51,620-19.5% | $90,324-54.0% | $65,186-36.2% |
| Participation rate | 72.5% | 68.6%+3.8pp | 73.3%-0.8pp | 70.2%+2.3pp |
| Annual return | 17.47% | 24.94%-7.5pp | 78.15%-60.7pp | 29.39%-11.9pp |
| Employer contribution / active EE | $1,660 | $2,235-25.7% | $2,856-41.9% | $2,177-23.7% |
| Participant deferral / active EE | $2,830 | $2,871-1.4% | $3,885-27.2% | $3,514-19.5% |
| Admin fee / account holder | $333 | $384-13.3% | $5,356-93.8% | $847-60.7% |