Filed February 13, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $93,084 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,794 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $72,360 | $46,173+56.7% | $170,435-57.5% | $69,631+3.9% |
| Participation rate | 91.1% | 63.9%+27.2pp | 83.6%+7.5pp | 70.7%+20.4pp |
| Annual return | 12.26% | 21.62%-9.4pp | 205.94%-193.7pp | 27571.02%-27558.8pp |
| Employer contribution / active EE | $1,680 | $1,610+4.3% | $5,432-69.1% | $2,032-17.3% |
| Participant deferral / active EE | $4,640 | $2,080+123.0% | $4,939-6.1% | $3,224+43.9% |
| Admin fee / account holder | $255 | $116+119.7% | $13,881-98.2% | $110+130.7% |