Filed February 13, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $84,416 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,629 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,560 | $36,916+69.5% | $156,551-60.0% | $57,658+8.5% |
| Participation rate | 89.5% | 63.4%+26.0pp | 84.0%+5.4pp | 70.2%+19.2pp |
| Annual return | -0.47% | 12.38%-12.9pp | 32.23%-32.7pp | 5.13%-5.6pp |
| Employer contribution / active EE | $1,577 | $1,571+0.4% | $5,501-71.3% | $1,974-20.1% |
| Participant deferral / active EE | $4,373 | $1,926+127.1% | $4,871-10.2% | $3,061+42.9% |
| Admin fee / account holder | $203 | $82+146.0% | $13,028-98.4% | $95+114.6% |