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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $122,092 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $32,013 |
NEW TSI HOLDINGS, INC.1 year Service code 49 · EIN 85-3482599 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,544 | $57,570+10.4% | $121,098-47.5% | $80,160-20.7% |
| Participation rate | 8.1% | 58.8%-50.8pp | 69.5%-61.4pp | 72.9%-64.9pp |
| Annual return | 15.74% | 20.42%-4.7pp | 985.75%-970.0pp | 40.38%-24.6pp |
| Employer contribution / active EE | $0 | $2,119-100.0% | $4,164-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $404 | $3,092-86.9% | $4,080-90.1% | $5,017-92.0% |
| Admin fee / account holder | $372 | $121+207.2% | $5,644-93.4% | $145+156.8% |