Filed February 12, 2026
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $118,673 |
UBS FINANCIAL SERVICES INC3+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $57,636 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $103,761 | $55,449+87.1% | $83,831+23.8% | $56,289+84.3% |
| Participation rate | 95.9% | 68.0%+27.9pp | 76.1%+19.8pp | 69.9%+26.1pp |
| Annual return | -5.57% | -1.38%-4.2pp | 850.99%-856.6pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,179 | $2,430-10.4% | $3,631-40.0% | $2,111+3.2% |
| Participant deferral / active EE | $9,775 | $2,935+233.0% | $4,082+139.5% | $3,350+191.8% |
| Admin fee / account holder | $448 | $656-31.7% | $5,479-91.8% | $521-14.0% |