Filed December 3, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
RADIOLOGY, INC.1 year Filed as: RADIOLOGY ASSOCIATES OF VENICE & EN Service code 10 512 NOKOMIS AVE S · VENICE, FL 34285 | Accounting | $73,348 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $9,416 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $637 |
Service code 33 · EIN 94-1737782 | Securities brokerage | $1 |
Filed as: CHARLES SCHWAB Service code 33 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,633 | $55,470+5.7% | $155,556-62.3% | $74,478-21.3% |
| Participation rate | 83.9% | 61.9%+22.0pp | 78.2%+5.6pp | 67.2%+16.6pp |
| Annual return | 13.82% | 269.80%-256.0pp | 64.84%-51.0pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $4,534 | $2,267+100.0% | $4,675-3.0% | $2,626+72.6% |
| Participant deferral / active EE | $3,354 | $2,838+18.2% | $5,631-40.4% | $4,350-22.9% |
| Admin fee / account holder | $376 | $1,744-78.5% | $15,885-97.6% | $1,946-80.7% |