Plan Ledger DOL Form 5500 · updated monthly

Integrated Rehabilitation Group, P.C.401(k)

IRG 401(K) PLAN · MILL CREEK, WA · plan year 2023

Reported admin expense ratio · 2023
0.84%

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

Integrated Rehabilitation Group, P.C. reported $75,426 in plan administrative expenses for 2023: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $592 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 1 year on file its reported administrative ratio rose from 0.75% to 0.84%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Washington (1,062nd of 1,714), and the 5,638th of 11,911 in health care & social assistance. In 2023, employees put in $6.60 for every $1.00 the employer contributed; active participation has grown from 283 to 328 since 2022.

Plan summary
Net assets, end of year$10,204,608
Participants with balances404
Active participants328
Employer contributions$194,239
Employee contributions$1,282,350
Employer contribution per active participant$592
Average account balance$25,259
Benefits paid to participants$645,976
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $115K emplr
2023$10.2M · 404 accts · $194K emplr
2022$7.8M · 332 accts · $149K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$39,699
Investment management$35,727
Total administrative$75,426
The Integrated Rehabilitation Group, P.C. 401(k) match · 2023
Employer contribution per active participant$592
Median for plans this size$1,308
2023$592 per active participant
2022$528 per active participant

Integrated Rehabilitation Group, P.C.'s 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom 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 · 20235
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping · Investment management$23,409
NORTHWESTERN MUTUAL WEALTH MGMT · Investment advisory (plan)$15,068
EMPOWER ADVISORY GROUP, LLC · Investment management$11,488
DEFINITI LLC · Contract administrator$10,398
NORTHWESTERN MUTUAL INVESTMENT · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024Not separately reported
2023$75,426 · 0.84%
2022$61,135 · 0.75%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Ideal Option PLLC WA$10.4M · 0.58%
Panorama WA$10.0M · 0.68%
Jewish Family Service WA$9.9M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911745305 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.