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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,233 |
ZUNA, LLC2 years Service code 27 · EIN 84-3327226 3903 SOUTH KELLY AVE. · PORTLAND, OR 97239 | Advisory (Plan) | $46,439 |
Service code 49 · EIN 87-3599091 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,852 | $99,168-8.4% | $96,534-5.9% | $74,460+22.0% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.0%+9.7pp | 70.7%+15.0pp |
| Annual return | 6.34% | 22.40%-16.1pp | 25.88%-19.5pp | 34.38%-28.0pp |
| Employer contribution / active EE | $1,535 | $2,570-40.3% | $2,965-48.2% | $2,638-41.8% |
| Participant deferral / active EE | $3,490 | $4,936-29.3% | $4,851-28.0% | $4,530-22.9% |
| Admin fee / account holder | $274 | $225+21.7% | $8,253-96.7% | $348-21.3% |