Filed April 21, 2003
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 |
|---|---|---|
OSAIC WEALTH INC2 years Service code 27 10 EXCHANGE PL STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $46,801 |
Filed as: FLORIDA RETIREMENT CONS Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $2,320 |
Filed as: EMPOWER ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $1,841 |
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 | $71,835 | $122,063-41.1% | $184,256-61.0% | $74,478-3.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 12.00% | 19.92%-7.9pp | 28.85%-16.8pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $10,765 | $4,539+137.2% | $6,427+67.5% | $2,626+309.9% |
| Participant deferral / active EE | $12,051 | $7,144+68.7% | $9,133+32.0% | $4,350+177.0% |
| Admin fee / account holder | $339 | $1,253-72.9% | $13,899-97.6% | $1,946-82.6% |