Plan Ledger DOL Form 5500 · updated monthly

Cascade Eye & Skin Centers, P.C.401(k)

CASCADE EYE & SKIN CENTERS, P.C. RETIREMENT PLAN · UNIVERSITY PLACE, WA · plan year 2024

Reported admin expense ratio · 2024
0.31%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Cascade Eye & Skin Centers, P.C. reported $114,433 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $4,163 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.28% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 432nd-largest of 1,714 plans among Washington employers on file, and the 2,309th of 11,911 in health care & social assistance. In 2024, the employer put in $1.03 for every $1.00 employees contributed themselves; active participation has grown from 212 to 289 since 2022.

Plan summary
Net assets, end of year$38,314,367
Participants with balances325
Active participants289
Employer contributions$1,203,244
Employee contributions$1,163,363
Employer contribution per active participant$4,163
Average account balance$117,890
Benefits paid to participants$3,537,227
Plan auditUnmodified (clean) audit opinion
AuditorDWYER PEMBERTON & COULSON, PC
Plan history3
Yearassets · accounts · employer contribution
2024$38.3M · 325 accts · $1.2M emplr
2023$35.0M · 339 accts · $1.2M emplr
2022$31.3M · 315 accts · $988K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,428
Investment management$40,600
Audit (IQPA)$15,750
Trustee / custodial$11,691
Total administrative$114,433
The Cascade Eye & Skin Centers, P.C. 401(k) match · 2024
Employer contribution per active participant$4,163
Median for plans this size$2,416
2024$4,163 per active participant
2023$4,303 per active participant
2022$4,660 per active participant

Cascade Eye & Skin Centers, P.C.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
NWPS · Recordkeeping · Consulting$43,428
CHARLES SCHWAB TRUST BANK · Recordkeeping · Custodial (securities)$11,691
RETIREMENT CONSULTING GROU, INC · Investment advisory (participants) · Investment advisory (plan)$40,600
DWYER PEMBERTN & COULSON PC · Accounting / audit$15,750

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab, NWPS
2023Charles Schwab, NWPS

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Administrative cost history3
2024$114,433 · 0.31%
2023$104,684 · 0.32%
2022$99,190 · 0.28%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Leisure Care, LLC WA$45.1M · 0.71%
Peacehealth WA$42.9M · 0.06%
Sound WA$41.5M · 0.42%
Pediatrics Northwest, P.S. WA$36.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911525215 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.