Providence Health & Services
Location | Renton, Washington |
Asset Size | $200 million – $1 billion |
Number of Participants | >10,000 |
Business | Health Care |
Participation Rate | 89% |
Avg Deferral Rate | 6.60% |
Number of Funds | 44 |
Investment Review | Quarterly |
Fee Review | Annually |
Fee Equalization | Considering |
Auto-Enrollment Rate | 3% |
Auto-Escalation Rate | 1% |
Re-Enrollment | No |
Default Investment | Target-date (index) |
Ret Income Offering | In-plan |
Vesting Period | 4 years |
Match Rate | 100% of first 4% of salary |
% Receiving Full Match | >50%–75% |
True-Up Match | Yes |
Financial Education | |
Saving/budgeting | X |
Investing strategies | X |
College saving | X |
Credit/debt mgmt | X |
Tax/estate planning | X |
Retiree health costs/savings options | X |
Provider | Fidelity Investments |