Plan Ledger DOL Form 5500 · updated monthly

Rogue Valley Physicians, P.C.401(k)

ROGUE VALLEY PHYSICIANS, P.C. 401(K) PLAN · MEDFORD, OR · plan year 2023

Reported admin expense ratio · 2023
0.25%

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

Rogue Valley Physicians, P.C. reported $48,267 in plan administrative expenses for 2023: 0.25% of average plan assets, below the peer median. Employer contributions averaged $8,643 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 0.22% to 0.24%. 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 359th-largest of 1,021 plans among Oregon employers on file, and the 3,639th of 11,911 in health care & social assistance. In 2023, the employer put in $1.09 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$20,420,179
Participants with balances148
Active participants92
Employer contributions$795,199
Employee contributions$730,307
Employer contribution per active participant$8,643
Average account balance$137,974
Benefits paid to participants$2,462,756
Plan auditUnmodified (clean) audit opinion
AuditorMOSS ADAMS
Plan history3
Yearassets · accounts · employer contribution
2024$20.0M · 140 accts · $733K emplr
2023$20.4M · 148 accts · $795K emplr
2022$18.6M · 148 accts · $834K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,345
Investment management$44,922
Total administrative$48,267
The Rogue Valley Physicians, P.C. 401(k) match · 2023
Employer contribution per active participant$8,643
Median for plans this size$2,440
2024$7,405 per active participant
2023$8,643 per active participant
2022$8,598 per active participant

Rogue Valley Physicians, P.C.'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 · 20235
M GROUP INVESTMENT ADVISOR LLC · Recordkeeping · Trustee$44,921
ADP, INC. · Loan processing · Recordkeeping$3,345
TD AMERITRADE, INC. · Securities brokerage$25
CHARLES SCHWAB & CO, INC. · Securities brokerage$3
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, M GROUP INVESTMENT ADVISOR LLC
2023ADP, M GROUP INVESTMENT ADVISOR LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$48,602 · 0.24%
2023$48,267 · 0.25%
2022$47,079 · 0.22%
Similar plansHealth Care & Social Assistance · Oregon
Adapt OR$22.8M · 0.45%
One Community Health OR$19.8M · 0.37%
Interpath Laboratory, Inc. OR$19.8M · 0.31%
Northwest Human Services OR$19.6M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931276558 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.