Plan Ledger DOL Form 5500 · updated monthly

The Corvallis Clinic, P.C.401(k)

THE CORVALLIS CLINIC, P.C. 401(K) PLAN · CORVALLIS, OR · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

The Corvallis Clinic, P.C. reported $126,615 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $916 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 0.095% to 0.104%. 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 88th-largest of 1,021 plans among Oregon employers on file, and the 909th of 11,911 in health care & social assistance. In 2024, employees put in $8.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$124,473,200
Participants with balances998
Active participants553
Employer contributions$506,741
Employee contributions$4,285,800
Employer contribution per active participant$916
Average account balance$124,723
Benefits paid to participants$14,744,622
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$124.5M · 998 accts · $507K emplr
2023$119.5M · 1,020 accts · $845K emplr
2022$108.6M · 930 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$126,615
Total administrative$126,615
The The Corvallis Clinic, P.C. 401(k) match · 2024
Employer contribution per active participant$916
Median for plans this size$3,635
2024$916 per active participant
2023$1,488 per active participant
2022$2,211 per active participant

The Corvallis Clinic, P.C.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$98,638
VANGUARD ADVISERS INC. · Investment advisory (participants)$29,812

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$126,615 · 0.10%
2023$120,073 · 0.11%
2022$117,122 · 0.10%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
The Oregon Clinic, P.C. OR$360.0M · 0.06%
Tuality Healthcare OR$120.4M · 0.32%
Salem Clinic, P.C. OR$118.9M · 0.01%
Grande Ronde Hospital Inc. OR$118.3M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931221257 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.