Plan Ledger DOL Form 5500 · updated monthly

Universal Electronics, Inc.401(k)

UNIVERSAL ELECTRONICS, INC. 401(K) AND PROFIT SHARING PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Universal Electronics, Inc. reported $103,335 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $6,556 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 2 years on file its reported administrative ratio rose from 0.15% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 150th-largest of 1,285 plans among Arizona employers on file, and the 2,520th of 13,661 in manufacturing. In 2024, employees put in $2.56 for every $1.00 the employer contributed; active participation has shrunk from 202 to 162 since 2022.

Plan summary
Net assets, end of year$67,979,678
Participants with balances240
Active participants162
Employer contributions$1,062,127
Employee contributions$2,716,439
Employer contribution per active participant$6,556
Average account balance$283,249
Benefits paid to participants$5,911,590
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$68.0M · 240 accts · $1.1M emplr
2023$61.7M · 260 accts · $1.3M emplr
2022$54.7M · 279 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,863
Investment management$65,472
Total administrative$103,335
The Universal Electronics, Inc. 401(k) match · 2024
Employer contribution per active participant$6,556
Median for plans this size$3,635
2024$6,556 per active participant
2023$7,034 per active participant
2022$6,513 per active participant

Universal Electronics, Inc.'s 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
SHUSTER ADVISORY GROUP LLC · Investment advisory (plan)$41,998
UNIVERSAL ELECTRONICS INC$14,575
EMPOWER ADVISORY GROUP, LLC · Investment management$8,898

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

Administrative cost history3
2024$103,335 · 0.16%
2023$113,370 · 0.19%
2022$88,802 · 0.15%
Same employer
Similar plansManufacturing · Arizona
Sumco Phoenix Corporation AZ$160.1M · 0.12%
Tessenderlo Kerley, Inc. AZ$96.4M · 0.01%
Nammo Incorporated AZ$72.5M · 0.27%
Tsmc Arizona Corporation AZ$62.0M · 0.12%
Nikola Corporation AZ$58.1M · 0.02%
Modern Industries, Inc. AZ$51.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330204817 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.