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Retirement plan

STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN

STANFORD HEALTH CAREEIN 94-6174066Plan #002PY 2020
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300 PASTEUR DRIVE, MC 5513 - STANFORD, CA 943055513650-498-5349LinkedIn51-200 employeesmedical practice
Other plans on this EIN
2 filings
#006Retirement-$218.8M assets#004Retirement-$57.9M assets
Prospect flagsFailed to transmit contributions

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
JOHN LIM
Signed 07/28/2021
(650) 498-5349
Plan administrator signer
MARGARET WILSON
Signed 07/28/2021
How to read this page

Summary metrics

Total assets (EOY)
$4269.8M
-11.0% from 2016
Total participants
30,083
-7.1% from 2016
Average account balance
$146,333
-1.5% from 2016
Annual return
15.54%
-7.81 pp from 2016

Benchmarks

See 228 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants>=10,000
Cohort228 peers
Snapshot2020
Participant deferral / active EE
$10,244
median $3,786
Employer contribution / active EE
$9,211
median $1,365
Participation rate
95.2%
median 83.8%
Avg account balance
$146,333
median $58,490
Admin fee / account holder
$47
median $46
Annual return
15.54%
median 16.84%
Overall peer rank
71st 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 1 by compensation
ProviderService typeCompensation
FIDELITY INSTITUTIONAL OPERATIONS C3 years
Service code 15 · EIN 04-2647786
Recordkeeping
$1,372,667

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
$1.4M
$72 / participant
  • Contract admin$1M100.0%
% of EOY assets
0.032%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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