Overview

Plan Rating

BrightScope Rating
66
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (9)
Average in Peer Group (66)
Highest in Peer Group (90)

Plan Description

Dameron Hospital Association 403(b) Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 66. This plan is in the top 15% of plans for Account Balances and Salary Deferral. Dameron Hospital Association 403(b) Retirement Plan currently has over 1,000 active participants and over $67.4M in plan assets.

Did you know?

For the average 401k participant, the 24 point difference between this plan's BrightScope Rating (66) and the top rated plan (90) could equate to:
15
Additional years of work
144,521
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 3/31/2020
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 525 W. Acacia Street
  • Location
    Stockton , CA
  • 95203-2405
  • Industry
    Health Care and Social Assistance
  • Administrator
    William Wiedemann
  • Net Plan Assets
    $67,400,000
  • Total Participants
    1,100
  • Avg Account Balance
    $150,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Poor
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

Participation Rate:
Poor
Salary Deferrals:
Great
Account Balance:
Great

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

112

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
VALIC Fixed Account Plus 17%
N/A
New York Life Fund MISC 10%
N/A
New York Life Fixed Account 1 Year 8%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Valic
Insurance Carrier
New York Life
Insurance Advisor/Broker
Jeffery A. Cleek
Insurance Advisor/Broker
Roy, Tommy
Insurance Advisor/Broker
Christine W Zhong
Insurance Advisor/Broker
Creech, Joh N D
Insurance Advisor/Broker
Le La Rosa, Fernando
Insurance Advisor/Broker
Baird, Joshua
Insurance Advisor/Broker
Vincent Brian Lamarca
Insurance Advisor/Broker
Slocum, Daniel
Insurance Advisor/Broker
Carnell Anthony Freeman
Investment Adviser
Valic
Legal Counsel
Valic
Recordkeeper
Valic
Corporate Trustee
New York Life
Insurance Advisor/Broker
New York Life
Investment Adviser
New York Life
Legal Counsel
New York Life
Administration
New York Life
Recordkeeper
New York Life
Consultant
New York Life
Auditor
Moss Adams

Articles and Questions

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