Plan Ledger DOL Form 5500 · updated monthly

Physician Health Partners, LLC401(k)

PHYSICIAN HEALTH PARTNERS, LLC 401(K) PLAN · DENVER, CO · plan year 2022

Reported admin expense ratio · 2022
0.75%

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

Physician Health Partners, LLC reported $116,717 in plan administrative expenses for 2022: 0.75% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,873 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Colorado (1,162nd of 1,461), and 10,356th of 11,654 in professional & technical services. In 2022, employees put in $2.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,505,133
Participants with balances93
Active participants261
Employer contributions$1,010,832
Employee contributions$2,038,149
Employer contribution per active participant$3,873
Average account balance$37,690
Benefits paid to participants$4,280,079
Plan auditUnmodified (clean) audit opinion
AuditorK FINANCIAL
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$62,102
Investment management$54,615
Total administrative$116,717
The Physician Health Partners, LLC 401(k) match · 2022
Employer contribution per active participant$3,873
Median for plans this size$2,266

Physician Health Partners, LLC's 2022 employer contribution ran above the $2,266 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$116,717 · 0.75%
Similar plansProfessional & Technical Services · Colorado
Compri Consulting, Inc. CO$3.7M · 1.07%
Prescient Co. LLC CO$3.7M · 0.34%
Brainyak CO$3.5M · 0.50%
Magic Memories USA LLC CO$3.4M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841351108 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.