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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,300 |
Filed as: MARTIN, BILLY S. Service code 49 BENEFIT CONSULTING SCVS · BOSSIER CITY, LA 711114384 | Other Services | $1,787 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,987 | $48,364-50.4% | $71,796-66.6% | $62,881-61.9% |
| Participation rate | 88.6% | 60.6%+28.0pp | 69.1%+19.5pp | 69.3%+19.3pp |
| Annual return | 4.29% | 13.16%-8.9pp | 78.04%-73.8pp | 20.14%-15.9pp |
| Employer contribution / active EE | $336 | $1,042-67.8% | $1,924-82.5% | $2,281-85.3% |
| Participant deferral / active EE | $1,561 | $2,091-25.4% | $2,794-44.1% | $3,203-51.3% |
| Admin fee / account holder | $103 | $3,771-97.3% | $4,815-97.9% | $4,296-97.6% |