Plan Ledger DOL Form 5500 · updated monthly

Ukpeagvik Inupiat Corporation401(k)

UKPEAGVIK INUPIAT CORPORATION EMPLOYEES' RETIREMENT PLAN · ANCHORAGE, AK · plan year 2025

Reported admin expense ratio · 2025
0.13%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Ukpeagvik Inupiat Corporation reported $302,154 in plan administrative expenses for 2025: 0.13% of average plan assets, above the peer median. Employer contributions averaged $2,714 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.20% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other finance & insurance employers. By assets it is the 9th-largest of 160 plans among Alaska employers on file, and the 499th of 4,798 in finance & insurance. In 2025, employees put in $1.81 for every $1.00 the employer contributed; active participation has grown from 3,221 to 3,622 since 2022.

Plan summary
Net assets, end of year$250,697,151
Participants with balances3,752
Active participants3,622
Employer contributions$9,831,481
Employee contributions$17,746,871
Employer contribution per active participant$2,714
Average account balance$66,817
Benefits paid to participants$26,314,239
Plan auditUnmodified (clean) audit opinion
AuditorALDRICH CPAS + ADVISORS, LLP
Plan history4
Yearassets · accounts · employer contribution
2025$250.7M · 3,752 accts · $9.8M emplr
2024$211.9M · 3,582 accts · $9.2M emplr
2023$188.1M · 3,639 accts · $9.0M emplr
2022$159.9M · 3,643 accts · $8.8M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$250,176
Investment management$24,558
Audit (IQPA)$26,212
Total administrative$302,154
The Ukpeagvik Inupiat Corporation 401(k) match · 2025
Employer contribution per active participant$2,714
Median for plans this size$4,093
2025$2,714 per active participant
2024$2,697 per active participant
2023$2,934 per active participant
2022$2,735 per active participant

Ukpeagvik Inupiat Corporation's 2025 employer contribution ran below the $4,093 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$250,176
ALDRICH CPAS AND ADVISOR · Accounting / audit$26,212
UBS FINANCIAL SVCS INC · Investment advisory (plan)$24,558

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$302,154 · 0.13%
2024$370,884 · 0.19%
2023$367,957 · 0.21%
2022$351,225 · 0.20%
Same employer
Similar plansFinance & Insurance · Alaska
Cook Inlet Region, Inc. AK$589.4M · 0.10%
Centier Bank IN$256.4M · 0.02%
Fcci Services, Inc. FL$253.8M · 0.07%
Bank of Hope CA$252.5M · 0.09%
Modern Woodmen of America IL$250.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920044212 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.