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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPLE LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPLE LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $6,591 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,634 | $28,416-94.2% | $73,550-97.8% | $69,631-97.7% |
| Participation rate | 37.1% | 38.3%-1.3pp | 54.9%-17.9pp | 70.7%-33.6pp |
| Annual return | 41.77% | -694.13%+735.9pp | -15.16%+56.9pp | 27571.02%-27529.3pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $429 | $897-52.2% | $1,804-76.2% | $3,224-86.7% |
| Admin fee / account holder | $68 | $104-34.9% | $2,320-97.1% | $110-38.5% |