Rady Children's Physician Management Services, Inc.

Form 5500 Data

Overview

Plan Rating

BrightScope Rating
60
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (39)
Average in Peer Group (68)
Highest in Peer Group (84)

Plan Description

Rady Children's Physician Management Services, Inc. 401k Savings and Investment Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 60. Rady Children's Physician Management Services, Inc. 401k Savings and Investment Plan currently has over 300 active participants and over $5.1M in plan assets.

Did you know?

For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (60) and the top rated plan (84) could equate to:
12
Additional years of work
123,138
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2016
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 3880 Murphy Canyon Road Suite 200
  • Location
    San Diego , CA
  • 92123-4411
  • Industry
    All Other Professional, Scientific, and Technical Services
  • Administrator
    Reggie Roman
  • Net Plan Assets
    $5,080,000
  • Total Participants
    360
  • Avg Account Balance
    $23,000

Plan Components

Component Ratings

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Average
Account Balance:
Below Avg.

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Average
Account Balance:
Average
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

29

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Principal Financial Group LifeTime 28%
N/A
Principal Large Cap S&P 500 Index 12%
N/A
Principal Core Plus Bond 7%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Principal Financial Group
Insurance Advisor/Broker
SagePoint Financial, Inc.
Administration
Principal Financial Group
Recordkeeper
Principal Financial Group
Auditor
CBIZ Financial Solutions, Inc.

Articles and Questions

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