No issues reported
Orthopaedic Surgery Specialists Burbank
47-2952316· Burbank, CA· 2024 filing
B
0/100
Overall grade
Solid plan with a few things to improve.
–
Fees
–
Financial Wellness
C
Plan design
A
Compliance
Fees
This plan's fees aren't public. Enter yours to grade them against similar plans.
Financial Wellness
Contribution data isn't available for this plan.
Plan design
Good base, but no automatic enrollment. That's the top thing to add.
Employer match
The plan matches employee contributions, the single strongest driver of participation and savings.
Profit sharing
The employer also makes profit-sharing contributions on top of the match.
No automatic enrollment
Employees have to opt in themselves. Auto-enrollment is the easiest way to lift participation, and most newly started plans are now required to include it.
Safe harbor not reported
The filing does not establish whether this plan uses a safe harbor design, so it does not affect the grade.
Default investment (QDIA)
Employees who never pick investments land in a sensible default, usually a target-date fund, instead of cash.
Brokerage window
Employees can invest beyond the core fund menu through a self-directed brokerage account.
Compliance & health
No compliance issues reported on the latest filing.
No issues reported
The latest public filing does not report any of the compliance issues this grade checks.
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Recordkeeper
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Key insights
- Strongest area: compliance & health. No compliance issues reported on the latest filing.
- Best place to improve: plan design. Good base, but no automatic enrollment. That's the top thing to add.
- Enter your fees (PEPM, monthly, and AUM %) to see exactly how your costs compare.
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