Plan Ledger DOL Form 5500 · updated monthly

Columbia Surgical Specialists, P.S.401(k)

SPOKANE EAR, NOSE & THROAT CLINIC P.S. 401(K) PROFIT SHARING PLAN · SPOKANE, WA · plan year 2023

Reported admin expense ratio · 2023
0.51%

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

Columbia Surgical Specialists, P.S. reported $180,408 in plan administrative expenses for 2023: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $37,387 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 has held roughly steady near 0.509%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 458th-largest of 1,714 plans among Washington employers on file, and the 2,441st of 11,911 in health care & social assistance. In 2023, the employer put in $1.64 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$35,553,150
Participants with balances89
Active participants31
Employer contributions$1,158,998
Employee contributions$706,122
Employer contribution per active participant$37,387
Average account balance$399,474
Benefits paid to participants$7,138,987
Plan auditUnmodified (clean) audit opinion
AuditorHMA CPA, PS
Plan history2
Yearassets · accounts · employer contribution
2023$35.6M · 89 accts · $1.2M emplr
2022$35.3M · 126 accts · $1.2M emplr
Administrative expenses, itemized · 2023
Investment management$177,069
Trustee / custodial$3,292
Total administrative$180,408
The Columbia Surgical Specialists, P.S. 401(k) match · 2023
Employer contribution per active participant$37,387
Median for plans this size$2,440
2023$37,387 per active participant
2022$37,354 per active participant

Columbia Surgical Specialists, P.S.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20238
UBS FINANCIAL SERVICES · Investment advisory (participants)$49,507
MERRILL LYNCH · Investment advisory (participants)$33,952
RW BAIRD · Investment advisory (participants)$27,287
NORTHERN CAPITAL RETIREMENT · Investment advisory (participants) · Investment advisory (plan)$18,282
RAYMOND JAMES · Custodial · Trustee (directed)$13,787
PETERSON INVESTMENT MANAGEMENT · Investment advisory (participants)$11,865
LODESTONE WEALTH MANAGEMENT · Securities brokerage$10,286
WASHINGTON TRUST BANK · Investment advisory (participants)$9,933

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

Administrative cost history2
2023$180,408 · 0.51%
2022$217,084 · 0.51%
Similar plansHealth Care & Social Assistance · Washington
Pediatrics Northwest, P.S. WA$36.8M · 0.04%
Healthpoint WA$35.7M · 0.18%
Era Living, LLC WA$33.3M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910867604 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.