Providence Health & Services

Location Renton, Washington
Asset Size $200 million – $1 billion
Number of Participants  >10,000 
Business Health Care
Participation Rate89%
Avg Deferral Rate6.60%
Number of Funds44
Investment ReviewQuarterly
Fee ReviewAnnually
Fee EqualizationConsidering
Auto-Enrollment Rate3%
Auto-Escalation Rate 1%
Re-EnrollmentNo
Default InvestmentTarget-date (index)
Ret Income OfferingIn-plan
Vesting Period4 years
Match Rate 100% of first 4% of salary
% Receiving Full Match>50%–75%
True-Up MatchYes
  
Financial Education 
Saving/budgetingX
Investing strategiesX
College savingX
Credit/debt mgmtX
Tax/estate planningX
Retiree health costs/savings optionsX
  
ProviderFidelity Investments
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