Overview

Plan Rating

BrightScope Rating
88
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (42)
Average in Peer Group (71)
Highest in Peer Group (93)

Plan Description

Southern California Permanente Medical Group Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 88, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Salary Deferral, and Total Plan Cost. Southern California Permanente Medical Group Retirement Plan currently has over 7,600 active participants and over $3.0B in plan assets.

Did you know?

For the average 401k participant, the 5 point difference between this plan's BrightScope Rating (88) and the top rated plan (93) could equate to:
5
Additional years of work
*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 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 393 E Walnut Street
  • Location
    Pasadena , CA
  • 91188
  • Industry
    Offices of Physicians (except Mental Health Specialists)
  • Administrator
    Sonya Silva
  • Sponsor
    Kathleen Pomeroy
  • Net Plan Assets
    $2,950,000,000
  • Total Participants
    7,600
  • Avg Account Balance
    $490,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Poor

Performance

Participation Rate:
Average
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Poor

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Great
Account Balance:
Great
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Investments

Investment Menu Stats

# of Investment Options

30

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Self-Directed Brokerage Accounts 26%
N/A
Vanguard Group Target Retirement 12%
12%
BlackRock US Equity Market Fund 11%
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
Recordkeeper
Charles Schwab
Administration
Robeco Investment Management, Inc.
Administration
Financial Engines
Investment Adviser
Symmetry Partners
Investment Adviser
Stratos Wealth Partners
Investment Adviser
Signature Estate and Investment
Investment Adviser
RS Crum, Inc.
Investment Adviser
R Squared Financial LLC
Investment Adviser
Pure Financial Advisors
Investment Adviser
Private Asset Management, Inc.
Investment Adviser
Portfolio Solutions LLC
Investment Adviser
Pacific Global Investment Management Co.
Investment Adviser
Pacific Capital Wealth Advisor
Investment Adviser
Mullen Advisory, Inc.
Investment Adviser
Mercer (Marsh & McLennan)
Investment Adviser
Abundance Technologies, Inc.
Investment Adviser
Loring Ward Securities, Inc.
Investment Adviser
Larson Financial Group
Investment Adviser
KeyBank
Investment Adviser
Ken,Stern and Associates
Investment Adviser
Jaffe Asset Management LLC
Investment Adviser
Jack Keeter & Associates, Inc.
Investment Adviser
The Institute for Wealth Management
Investment Adviser
Independent Financial Group, LLC
Investment Adviser
Horizon Asset Management, LLC
Investment Adviser
Hanlon Investment Management
Investment Adviser
Gratus Capital Management, LLC
Investment Adviser
Gould Asset Management LLC
Investment Adviser
Focus Point Solutions, Inc.
Investment Adviser
Fisher Investments
Investment Adviser
First Republic
Auditor
Ernst & Young
Investment Adviser
First Foundation Inc.
Investment Adviser
Financial West Investment Group, Inc.
Investment Adviser
EP Wealth Advisors, Inc.
Investment Adviser
Elm Money Management, LLC
Investment Adviser
Efficient Market Advisors
Investment Adviser
Dowling & Yahnke, LLC
Investment Adviser
Concert Wealth Management
Investment Adviser
CLS Investments
Investment Adviser
Check Capital Mgmt
Investment Adviser
Cambridge Investment Research
Investment Adviser
WESPAC Advisors, LLC

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