Plan Ledger DOL Form 5500 · updated monthly

Clinica Sierra Vista403(b)

CLINICA SIERRA VISTA RETIREMENT PLAN · BAKERSFIELD, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Clinica Sierra Vista reported $130,952 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $2,619 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.36% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,144th-largest of 9,483 plans among California employers on file, and the 1,227th of 11,911 in health care & social assistance. In 2024, employees put in $1.38 for every $1.00 the employer contributed; active participation has grown from 1,272 to 1,530 since 2022.

Plan summary
Net assets, end of year$85,912,104
Participants with balances1,846
Active participants1,530
Employer contributions$4,006,938
Employee contributions$5,535,184
Employer contribution per active participant$2,619
Average account balance$46,540
Benefits paid to participants$7,735,117
Plan auditUnmodified (clean) audit opinion
AuditorDZA PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$85.9M · 1,846 accts · $4.0M emplr
2023$73.9M · 2,009 accts · $3.8M emplr
2022$59.5M · 1,746 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$130,952
Total administrative$130,952
Employer contributions to the Clinica Sierra Vista plan · 2024
Employer contribution per active participant$2,619
Median for plans this size$3,635
2024$2,619 per active participant
2023$2,546 per active participant
2022$2,439 per active participant

Clinica Sierra Vista's 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$261,178
PRINCIPAL SECURITIES INC. · Investment advisory (plan)indirect comp
NEXUS ADMINISTRATORS, INC. · Other servicesindirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$130,952 · 0.16%
2023$122,342 · 0.18%
2022$233,953 · 0.36%
Same employer
Similar plansHealth Care & Social Assistance · California
Dignity Health CA$88.7M · 0.04%
Plum Healthcare Group, LLC CA$85.5M · 0.16%
Mlk, Jr. Community Hospital CA$85.2M · 0.05%
Falck USA, Inc. CA$82.2M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952707101 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.