Retirement plan
THE CRONA SECTION 403(B) RETIREMENT PLAN
STANFORD HEALTH CAREEIN 94-6174066Plan #004PY 2018
300 PASTEUR DRIVE, MC 5513 - STANFORD, CA 943055513650-498-5349LinkedIn51-200 employeesmedical practice
Other plans on this EIN
3 filingsProspect flagsWind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator signer
MARGARET WILSON
Signed 07/31/2019
Summary metrics
Total assets (EOY)
$47.6M
+5.2% from 2016
Total participants
449
+7.1% from 2016
Average account balance
$106,047
-1.8% from 2016
Annual return
-3.26%
-6.96 pp from 2016
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants100-249
Cohort5,259 peers
Snapshot2018
0
Participant deferral / active EE
$0
median $1,673
0
Employer contribution / active EE
$0
median $950
89
Participation rate
100.0%
median 71.7%
90
Avg account balance
$106,047
median $26,056
89
Admin fee / account holder
$4
median $84
67
Annual return
-3.26%
median -4.95%
Overall peer rank
84of 100
84th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$54.32M
Average account balance
Total assets / participants with a balance (line 6g)
$195K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
279
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
100.0%
Contributions (total)
Employer and participant dollars contributed each year
Not enough data
0 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
Not enough data
0 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+17.12%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$32
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
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.
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.
Plan features & details
Pension benefit codes2G2M2F3H
Plan features
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants 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.
- 2MCode section 403(b)(7) accountsPlan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
1 tripped
- InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Expense breakdown
Schedule H Part II
Admin total
$2K
$9 / participant
- Contract admin$2K100.0%
% of EOY assets
0.004%
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