Retirement plan

SCRIPPS CLINIC MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN

Name: SCRIPPS CLINIC MEDICAL GROUP, INC. - SCRIPPS CLINIC MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: SCRIPPS CLINIC MEDICAL GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCRIPPS CLINIC MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN, SCRIPPS CLINIC MEDICAL GROUP, INC.

SCRIPPS CLINIC MEDICAL GROUP, INC.EIN 95-2885574Plan #003PY 2025

10666 NORTH TORREY PINES ROAD, MAILDROP-MS129 - LA JOLLA, CA 92037858-554-8500scrippsclinicmedicalgroup.comLinkedIn1001-5000 employeesmedical practice

Prospect flagsHigh feesHigh assets / participantFailed to transmit contributionsCorrective distributions

How to read this page

Total assets (EOY)

$1112.7M

+15.7% from 2024

Total participants

1,345

+1.9% from 2024

Average account balance

$863,257

+13.4% from 2024

Annual return

15.06%

+1.08 pp from 2024

Benchmarks

See 363 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort363 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.11B

Not enough data

1 years with asset history on file

Average account balance

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

$863K

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.

1,289

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.

94.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50.51M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$47K

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

+15.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1530

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

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 10 of 28 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833	Recordkeeping	$1,096,819
DEL MAR WEALTH MANAGEMENT9 years Service code 26 · EIN 46-4216041	Advisory (Participants)	$281,916
BUCKINGHAM STRATEGIC PARTNERS1 year Filed as: FOCUS PARTNERS WEALTH LLC Service code 26 · EIN 90-0751149	Advisory (Participants)	$131,573
BLANKINSHIP & FOSTER LLC11+ years Service code 26 · EIN 33-0357690	Advisory (Participants)	$91,188
CORIENT PRIVATE WEALTH LLC3 years Service code 26 · EIN 88-0967642	Advisory (Participants)	$79,903
FISHER INVESTMENTS11+ years Service code 26 · EIN 20-2480800	Advisory (Participants)	$67,639
CIBC PRIVATE WEALTH ADVISORS I3 years Service code 26 · EIN 20-0822261	Advisory (Participants)	$56,045
WEATHERLY ASSET MANAGEMENT3 years Filed as: WEATHERLY ASSET MANAGEMENT LP Service code 26 · EIN 33-0638187	Advisory (Participants)	$50,040
INDEPENDENT FINANCIAL GROUP LLC9 years Filed as: INDEPENDENT FINANCIAL GROUP LL Service code 26 · EIN 71-0927304	Advisory (Participants)	$34,347
IFG ADVISORS, LLC4 years Filed as: IFG ADVISORS LLC Service code 26 · EIN 43-1649208	Advisory (Participants)	$29,556

Plan features & details

Pension benefit codes2A2E2F2G2J2K2R2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

4 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2.0M

$1822 / participant

Recordkeeping$8000.0%
Investment mgmt$2M100.0%

% of EOY assets

0.177%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: HUTCHINSON & BLOODGOOD LLP
Auditor EIN: 950858589
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$863,257

$57,610+1398.5%

$154,803+457.6%

$102,872+739.2%

Participation rate

94.8%

59.5%+35.4pp

78.1%+16.8pp

73.0%+21.8pp

Annual return

15.06%

30.49%-15.4pp

58.88%-43.8pp

19.06%-4.0pp

Employer contribution / active EE

$28,412

$1,883+1408.7%

$4,305+559.9%

$3,526+705.7%

Participant deferral / active EE

$18,271

$2,914+527.0%

$5,540+229.8%

$5,535+230.1%

Admin fee / account holder

$1,530

$368+315.8%

$14,329-89.3%

$292+423.5%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.5 years

Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC

Service code 15 · EIN 34-1479833

Recordkeeping

$1,096,819

DEL MAR WEALTH MANAGEMENT9 years

Service code 26 · EIN 46-4216041

Advisory (Participants)

$281,916

BUCKINGHAM STRATEGIC PARTNERS1 year

Filed as: FOCUS PARTNERS WEALTH LLC

Service code 26 · EIN 90-0751149

Advisory (Participants)

$131,573

BLANKINSHIP & FOSTER LLC11+ years

Service code 26 · EIN 33-0357690

Advisory (Participants)

$91,188

CORIENT PRIVATE WEALTH LLC3 years

Service code 26 · EIN 88-0967642

Advisory (Participants)

$79,903

FISHER INVESTMENTS11+ years

Service code 26 · EIN 20-2480800

Advisory (Participants)

$67,639

CIBC PRIVATE WEALTH ADVISORS I3 years

Service code 26 · EIN 20-0822261

Advisory (Participants)

$56,045

WEATHERLY ASSET MANAGEMENT3 years

Filed as: WEATHERLY ASSET MANAGEMENT LP

Service code 26 · EIN 33-0638187

Advisory (Participants)

$50,040

INDEPENDENT FINANCIAL GROUP LLC9 years

Filed as: INDEPENDENT FINANCIAL GROUP LL

Service code 26 · EIN 71-0927304

Advisory (Participants)

$34,347

IFG ADVISORS, LLC4 years

Filed as: IFG ADVISORS LLC

Service code 26 · EIN 43-1649208

Advisory (Participants)

$29,556

SCRIPPS CLINIC MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCRIPPS CLINIC MEDICAL GROUP, INC. RETIREMENT SAVINGS 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