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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $119,007 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,138 |
NEW TSI HOLDINGS, INC.2 years Service code 13 · EIN 85-3482599 | Contract Administrator | $12,369 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $7,785 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,797 | $58,778+13.6% | $129,207-48.3% | $77,643-14.0% |
| Participation rate | 11.2% | 59.2%-48.1pp | 69.6%-58.5pp | 70.6%-59.4pp |
| Annual return | 11.64% | 24.73%-13.1pp | 9417.33%-9405.7pp | 31.24%-19.6pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,153-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $438 | $3,212-86.4% | $4,168-89.5% | $4,647-90.6% |
| Admin fee / account holder | $389 | $589-34.0% | $7,715-95.0% | $430-9.6% |