Plan Ledger DOL Form 5500 · updated monthly

Eye Health Northwest, P.C.401(k)

EYE HEALTH NORTHWEST, P.C. 401(K) PROFIT SHARING PLAN AND TRUST · MILWAUKIE, OR · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Eye Health Northwest, P.C. reported $113,396 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $6,766 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 0.05% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 111th-largest of 1,021 plans among Oregon employers on file, and the 1,157th of 11,911 in health care & social assistance. In 2024, the employer put in $1.19 for every $1.00 employees contributed themselves; active participation has grown from 381 to 473 since 2022.

Plan summary
Net assets, end of year$92,857,474
Participants with balances708
Active participants473
Employer contributions$3,200,317
Employee contributions$2,683,220
Employer contribution per active participant$6,766
Average account balance$131,155
Benefits paid to participants$8,624,013
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$92.9M · 708 accts · $3.2M emplr
2023$83.9M · 650 accts · $2.9M emplr
2022$71.6M · 607 accts · $2.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,818
Investment management$91,578
Total administrative$113,396
The Eye Health Northwest, P.C. 401(k) match · 2024
Employer contribution per active participant$6,766
Median for plans this size$3,635
2024$6,766 per active participant
2023$6,580 per active participant
2022$6,723 per active participant

Eye Health Northwest, P.C.'s 2024 employer contribution ran above the $3,635 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 · 20243
ALDRICH WEALTH LIMITED PARTNERSHIP · Investment advisory (plan)$61,401
EMPOWER ADVISORY GROUP, LLC · Investment management$29,192

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

Administrative cost history3
2024$113,396 · 0.13%
2023$96,185 · 0.12%
2022$33,996 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Mid-Columbia Medical Center OR$101.4M · 0.15%
Life Flight Network, LLC OR$99.1M · 0.35%
Ochin, Inc. OR$90.3M · 0.14%
The Portland Clinic LLP OR$83.6M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931014730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.