Retirement plan
THE CRONA SECTION 403(B) RETIREMENT PLAN
STANFORD HEALTH CAREEIN 94-6174066Plan #004PY 2022
300 PASTEUR DRIVE, MC 5513 - STANFORD, CA 943055513650-498-5349LinkedIn51-200 employeesmedical practice
Other plans on this EIN
2 filingsProspect flagsLow returnsWind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator signer
MARGARET WILSON
Signed 07/26/2023
Summary metrics
Total assets (EOY)
$45.2M
+5.2% from 2016
Total participants
328
+7.1% from 2016
Average account balance
$137,791
-1.8% from 2016
Annual return
-19.13%
-6.96 pp from 2016
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants100-249
Cohort5,344 peers
Snapshot2022
0
Participant deferral / active EE
$0
median $2,103
0
Employer contribution / active EE
$0
median $1,140
91
Participation rate
100.0%
median 70.3%
93
Avg account balance
$137,791
median $27,924
73
Admin fee / account holder
$31
median $134
11
Annual return
-19.13%
median -15.69%
Overall peer rank
67of 100
67th 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
Top 1 by compensation
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Service code 15 · EIN 95-6583393 | Recordkeeping | $10,217 |
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
2 tripped
- OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
- 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
$10K
$76 / participant
- Contract admin$10K100.0%
% of EOY assets
0.023%
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