East Bay Physicians Medical Group

91
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
91
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (32)
Average in Peer Group (76)
Highest in Peer Group (93)

Plan Description

EBPMG Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 91, 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, Company Generosity, Salary Deferral, and Total Plan Cost. EBPMG Retirement Plan currently has over 400 active participants and over $89.7M in plan assets.

Did you know?

For the average 401k participant, the 2 point difference between this plan's BrightScope Rating (91) and the top rated plan (93) could equate to:
2
Additional years of work
95,518
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 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 3687 Mt Diablo Blvd Ste 200
  • Location
    Lafayette , CA
  • 94549
  • Industry
    Offices of All Other Miscellaneous Health Practitioners
  • Administrator
    Jenny Hernandez
  • Net Plan Assets
    $89,700,000
  • Total Participants
    410
  • Avg Account Balance
    $220,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

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

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

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

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

39

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Vanguard Wellington 24%
4%
Fidelity Freedom Funds 19%
N/A
Fidelity 500 Index 10%
9%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
NWK Group
Consultant
NWK Group
Recordkeeper
Fidelity
Auditor
Crowe Horwath LLP

Articles and Questions

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