Filed February 12, 2026
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $104,916 |
UBS FINANCIAL SERVICES INC1+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $46,339 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $103,953 | $52,884+96.6% | $84,753+22.7% | $55,167+88.4% |
| Participation rate | 96.2% | 67.5%+28.7pp | 76.6%+19.6pp | 69.0%+27.2pp |
| Annual return | 7.59% | 18.03%-10.4pp | 22.78%-15.2pp | 169.23%-161.6pp |
| Employer contribution / active EE | $2,373 | $2,233+6.2% | $3,574-33.6% | $1,963+20.9% |
| Participant deferral / active EE | $9,911 | $2,644+274.9% | $3,712+167.0% | $3,054+224.5% |
| Admin fee / account holder | $509 | $581-12.3% | $5,333-90.5% | $504+1.1% |