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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,682 |
Filed as: ROEHL & YI INVESTMENT ADVISORS Service code 27 · EIN 93-1249395 | Advisory (Plan) | $25,875 |
ZUNA, LLC1 year Service code 27 · EIN 84-3327226 3903 SOUTH KELLY AVE. · PORTLAND, OR 97239 | Advisory (Plan) | $21,510 |
Service code 49 · EIN 87-3599091 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,544 | $72,303+30.8% | $86,698+9.0% | $64,819+45.9% |
| Participation rate | 87.3% | 80.4%+6.9pp | 76.6%+10.7pp | 71.5%+15.8pp |
| Annual return | -9.47% | 392.77%-402.2pp | 35.95%-45.4pp | 32.84%-42.3pp |
| Employer contribution / active EE | $1,591 | $2,393-33.5% | $2,837-43.9% | $2,507-36.5% |
| Participant deferral / active EE | $3,768 | $4,660-19.1% | $4,656-19.1% | $4,311-12.6% |
| Admin fee / account holder | $319 | $174+83.3% | $7,493-95.7% | $188+69.8% |