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Retirement plan

STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN

STANFORD HEALTH CAREEIN 94-6174066Plan #002PY 2019
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300 PASTEUR DRIVE, MC 5513 - STANFORD, CA 943055513650-498-5349LinkedIn51-200 employeesmedical practice
Other plans on this EIN
3 filings
#006Retirement-$196.4M assets#004Retirement-$52.4M assets#001Retirement-$11.2M assets
Prospect flagsFailed to transmit contributions

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
JOHN LIM
Signed 10/13/2020
(650) 498-5349
Plan administrator signer
MARGARET WILSON
Signed 10/13/2020
How to read this page

Summary metrics

Total assets (EOY)
$3632.4M
-11.0% from 2016
Total participants
27,746
-7.1% from 2016
Average account balance
$134,697
-1.5% from 2016
Annual return
22.25%
-7.81 pp from 2016

Benchmarks

See 230 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants>=10,000
Cohort230 peers
Snapshot2019
Participant deferral / active EE
$9,650
median $3,454
Employer contribution / active EE
$8,930
median $1,544
Participation rate
95.4%
median 83.1%
Avg account balance
$134,697
median $50,526
Admin fee / account holder
$49
median $44
Annual return
22.25%
median 22.63%
Overall peer rank
73rd percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$6.93B
Average account balance
Total assets / participants with a balance (line 6g)
$182K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
38,126
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
95.5%
Contributions (total)
Employer and participant dollars contributed each year
$638.08M
Contributions per participant
Average employer and participant contribution per enrolled participant
$25K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+15.03%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$49
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 3 by compensation
ProviderService typeCompensation
FIDELITY INSTITUTIONAL OPERATIONS C2 years
Service code 15 · EIN 04-2647786
Recordkeeping
$1,257,245
MOSS ADAMS LLP1 year
Service code 10 · EIN 91-0189318
Accounting
$49,500
TIAA - TEACHERS INSURANCE AND ANUIT5+ years
Service code 50 · EIN 13-1624203
Direct Payment
$11,193

Top hat statement on fileNQDC

Filed April 25, 2011 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes2F2L2M2R2T2G3F3H
Plan features
  • 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.
  • 2L
    Code section 403(b)(1) arrangement
    Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
  • 2M
    Code section 403(b)(7) accounts
    Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
  • 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.
  • 3F
    Leased employees
    Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped
  • ComplianceFailed to transmit contributions

    Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II
Admin total
$1.3M
$78 / participant
  • Contract admin$1M96.2%
  • Other / not subdivided$50K3.8%
% of EOY assets
0.036%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
MOSS ADAMS
Auditor EIN
910189318
Audit fees
(not subdivided)
Opinion code
Disclaimer