Filed February 12, 2026
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $133,301 |
UBS FINANCIAL SERVICES INC2+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $56,695 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $118,422 | $58,726+101.7% | $92,240+28.4% | $62,293+90.1% |
| Participation rate | 91.2% | 68.3%+22.9pp | 76.5%+14.7pp | 69.5%+21.7pp |
| Annual return | 19.88% | 43.62%-23.7pp | 176.29%-156.4pp | 28.90%-9.0pp |
| Employer contribution / active EE | $2,201 | $2,392-8.0% | $3,680-40.2% | $2,042+7.8% |
| Participant deferral / active EE | $9,171 | $2,766+231.6% | $3,897+135.3% | $3,169+189.4% |
| Admin fee / account holder | $580 | $556+4.2% | $5,194-88.8% | $479+20.9% |