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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,813 |
Filed as: MARTIN, BILLY S. Service code 49 BENEFIT CONSULTING SCVS · BOSSIER CITY, LA 711114390 | Other Services | $1,743 |
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 | $26,221 | $54,541-51.9% | $78,778-66.7% | $70,126-62.6% |
| Participation rate | 86.3% | 60.8%+25.5pp | 69.2%+17.1pp | 69.5%+16.8pp |
| Annual return | 10.70% | 21.07%-10.4pp | 35.62%-24.9pp | 73.15%-62.4pp |
| Employer contribution / active EE | $343 | $1,089-68.5% | $1,986-82.7% | $2,343-85.4% |
| Participant deferral / active EE | $1,582 | $2,210-28.4% | $2,958-46.5% | $3,332-52.5% |
| Admin fee / account holder | $110 | $3,709-97.0% | $5,134-97.9% | $4,645-97.6% |