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Company:
The Orthopaedic Institute, P.A.
Plan:
The Orthopaedic Institute, P.A. Retirement Plan
 

The Orthopaedic Institute, P.A.

73 Plan: The Orthopaedic Institute, P.A. Retirement Plan

 
 
73
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71
85
0
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100
For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (73) and the top rated plan (85) could equate to:
[How is this calculated?]
6 additional years of work
Up to $117,800 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

The Orthopaedic Institute, P.A. Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 73. This plan is in the top 15% of plans for Company Generosity and Participation Rate. The Orthopaedic Institute, P.A. Retirement Plan currently has over 100 active participants and over $7.2M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address 4500 Newberry Road
Gainesville, FL 32607-2245 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Tony Anderson
Net Plan Assets $7,240,000
Total Participants 190
Avg Account Balance $44,000

 Compare Other Companies in Peer Group

The Orthopedic Clinic Association, PC 82.6
Frederick Primary Care Associates, PA 71.7
University Orthopedic Center, Ltd. 71.6
Brown Clinic PLLP 69.0
Lakeshore Clinic Professional LLC 67.1
Asheville Eye Associates, PLLC 62.4

 Top 3 Funds in this 401k

1. Nationwide S&P 500 Index 9%
2. Nationwide Money Market 9%
3. Oppenheimer Small- & Mid-Cap Value 6%

  Plan Service Providers

Insurance Carrier Nationwide
Auditor James Moore & Co, P.L.
Insurance Advisor/Broker Compass Brokerage, Inc.

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