Retirement plan

JUICE PHARMA WORLDWIDE, LLC 401(K) PROFIT SHARING PLAN

Name: JUICE PHARMA WORLDWIDE, LLC - JUICE PHARMA WORLDWIDE, LLC 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: JUICE PHARMA WORLDWIDE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JUICE PHARMA WORLDWIDE, LLC 401(K) PROFIT SHARING PLAN, JUICE PHARMA WORLDWIDE, LLC

JUICE PHARMA WORLDWIDE, LLCEIN 75-3085102Plan #001PY 2023

132 WEST 31ST STREET, 14TH FLOOR - NEW YORK, NY 10001212-367-2404juicepharma.comLinkedIn51-200 employeesmarketing and advertising

Prospect flagsHigh retiree %High fees

How to read this page

Total assets (EOY)

$17.8M

+7.3% from 2022

Total participants

161

-2.4% from 2022

Average account balance

$112,125

+6.0% from 2022

Annual return

16.39%

+34.14 pp from 2022

Benchmarks

See 28,722 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort28,722 peers

Snapshot2023

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.95%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 5 by compensation

Provider	Service type	Compensation
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302	Advisory (Plan)	$43,273
THE BENEFIT PRACTICE7 years Service code 13 1055 WASHINGTON BOULEVARD · STAMFORD, CT 06901	Contract Administrator	$11,865
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$10,728
LEAFHOUSE FINANCIAL ADVISORS, LLC7 years Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730	Other Fees	$8,655
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$4,080

Plan features & details

Pension benefit codes2A2E2F2G2J2T3B3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$79K

$2183 / participant

Contract admin$79K100.0%

% of EOY assets

0.441%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CBIZ CPAS P.C.
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$112,125

$93,571+19.8%

$135,903-17.5%

$75,163+49.2%

Participation rate

94.4%

75.2%+19.3pp

81.9%+12.5pp

67.2%+27.3pp

Annual return

16.39%

30.90%-14.5pp

68.23%-51.8pp

160.62%-144.2pp

Employer contribution / active EE

$3,958

$3,537+11.9%

$4,856-18.5%

$2,670+48.3%

Participant deferral / active EE

$9,408

$6,404+46.9%

$7,758+21.3%

$4,125+128.1%

Admin fee / account holder

$494

$6,975-92.9%

$10,762-95.4%

$5,651-91.3%

Provider

Service type

Compensation

OSAIC WEALTH INC1 year

Filed as: OSAIC WEALTH, INC

Service code 27

10 EXCHANGE PLACE · JERSEY CITY, NJ 07302

Advisory (Plan)

$43,273

THE BENEFIT PRACTICE7 years

Service code 13

1055 WASHINGTON BOULEVARD · STAMFORD, CT 06901

Contract Administrator

$11,865

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER LIFE & ANNUITY INSURANCE

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$10,728

LEAFHOUSE FINANCIAL ADVISORS, LLC7 years

Service code 99

6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730

Other Fees

$8,655

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$4,080

JUICE PHARMA WORLDWIDE, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JUICE PHARMA WORLDWIDE, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion