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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,797 | $58,859+13.5% | $129,397-48.4% | $77,714-14.0% |
| Participation rate | 11.2% | 59.3%-48.2pp | 69.6%-58.5pp | 70.6%-59.4pp |
| Annual return | 11.64% | 24.74%-13.1pp | 9453.98%-9442.3pp | 31.26%-19.6pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,154-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $438 | $3,215-86.4% | $4,167-89.5% | $4,649-90.6% |
| Admin fee / account holder | $389 | $591-34.1% | $7,679-94.9% | $433-10.2% |