Providence St. Joseph Health
Plan name | Providence St. Joseph Health |
Location | Renton, Washington |
Asset size | $269mm |
# of participants | 4,800 |
Business Category | Health Care |
Participation Rate | 93.4% |
Avg Deferral Rate | 8.8% |
# of Funds Offered | 14 |
Investment Review | Quarterly |
True-up Feature | Yes |
Match Vesting Period | Immediately upon enrollment |
Eligibility | Immediate |
Default Deferral Rate | 6% |
Default Investment | CIT TDF (Index) |
Auto-Escalation | Yes |
Systematic Withdrawals | Yes |
Fee Equalization | Yes |
Match Rate | 50% of first 3-6% |
% Receiving Full Match | 81% |
Max Employer Contribution | 4.5%–9% |
Financial Education | |
Saving/Budgeting | Yes |
Investing strategies | Yes |
Tax/Estate planning | |
College saving | Yes |
Credit/Debt mgmt | Yes |
Retiree health costs/savings options | Yes |
Recordkeeper: | Fidelity Investments |