Retirement plan

PHYSICIANS REVENUE GROUP, INC. 401(K) PLAN

Name: PHYSICIANS REVENUE GROUP, INC. - PHYSICIANS REVENUE GROUP, INC. 401(K) PLAN (2024) Form 5500
Creator: PHYSICIANS REVENUE GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PHYSICIANS REVENUE GROUP, INC. 401(K) PLAN, PHYSICIANS REVENUE GROUP, INC.

PHYSICIANS REVENUE GROUP, INC.EIN 46-2778759Plan #001PY 2024

3250 LACEY RD. SUITE 160 - DOWNERS GROVE, IL 60515630-242-6500prgmd.comLinkedIn1001-5000 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

+81.7% from 2023

Total participants

103

+49.3% from 2023

Average account balance

$12,525

+16.2% from 2023

Annual return

19.79%

-139.32 pp from 2023

Benchmarks

See 21,762 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,762 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.21M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$13K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$421K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.79%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$91

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$9K

$91 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.724%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$12,525

$81,233-84.6%

$155,567-91.9%

$80,874-84.5%

Participation rate

93.8%

66.2%+27.6pp

78.2%+15.6pp

67.6%+26.2pp

Annual return

19.79%

33.33%-13.5pp

64.74%-44.9pp

35.62%-15.8pp

Employer contribution / active EE

$1,739

$3,101-43.9%

$4,674-62.8%

$2,756-36.9%

Participant deferral / active EE

$2,601

$3,452-24.7%

$5,628-53.8%

$4,297-39.5%

Admin fee / account holder

$91

$7,998-98.9%

$15,916-99.4%

$6,935-98.7%

PHYSICIANS REVENUE GROUP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PHYSICIANS REVENUE GROUP, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion