Filed February 13, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $88,713 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,227 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $75,093 | $37,196+101.9% | $154,108-51.3% | $55,725+34.8% |
| Participation rate | 91.6% | 64.1%+27.5pp | 83.0%+8.6pp | 70.9%+20.8pp |
| Annual return | 8.83% | 1319.68%-1310.8pp | 735.21%-726.4pp | 244.93%-236.1pp |
| Employer contribution / active EE | $1,760 | $1,614+9.0% | $5,298-66.8% | $2,078-15.3% |
| Participant deferral / active EE | $4,765 | $2,068+130.4% | $5,081-6.2% | $3,356+42.0% |
| Admin fee / account holder | $237 | $102+132.9% | $13,411-98.2% | $115+105.4% |