Filed December 7, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $79,129 |
MYCIO WEALTH PARTNERS LLC5 years Filed as: MYCIO WEALTH PARTNERS, LLC Service code 27 · EIN 20-2611371 | Advisory (Plan) | $15,057 |
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).
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 | $108,745 | $100,801+7.9% | $149,745-27.4% | $73,412+48.1% |
| Participation rate | 96.3% | 77.7%+18.6pp | 82.5%+13.8pp | 72.2%+24.1pp |
| Annual return | 14.00% | 265.34%-251.3pp | 276.72%-262.7pp | 59.30%-45.3pp |
| Employer contribution / active EE | $2,480 | $3,312-25.1% | $4,646-46.6% | $2,234+11.0% |
| Participant deferral / active EE | $4,616 | $6,404-27.9% | $6,843-32.5% | $3,806+21.3% |
| Admin fee / account holder | $193 | $181+6.5% | $9,312-97.9% | $158+21.9% |