Overview

Plan Rating

BrightScope Rating
77
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (18)
Average in Peer Group (71)
Highest in Peer Group (93)

Plan Description

Kaiser Permanente Washington 403(b) Plan is a defined contribution plan. This plan has a BrightScope Rating of 77. This plan is in the top 15% of plans for Salary Deferral and Total Plan Cost. Kaiser Permanente Washington 403(b) Plan currently has over 7,500 active participants and over $521.5M in plan assets.

Did you know?

For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (77) and the top rated plan (93) could equate to:
13
Additional years of work
36,097
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 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address One Kaiser Plaza Suite 2001
  • Location
    Oakland , CA
  • 94612
  • Industry
    HMO Medical Centers
  • Administrator
    Maryann Khinda-Lombardo
  • Net Plan Assets
    $521,000,000
  • Total Participants
    7,500
  • Avg Account Balance
    $70,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Average

Performance

Participation Rate:
Above Average
Salary Deferrals:
Great
Account Balance:
Above Average

Design

Total Plan Cost:
Average Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Above Average
Salary Deferrals:
Average
Account Balance:
Below Avg.

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

23

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Callan Associates Retirement Path 83%
34%
Vanguard Institutional Total Stock Market Index 3%
27%
Kaiser Permanente Stable Income 1%
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
MetLife
Investment Adviser
Verus Investment Advisory Group
Administration
Osi Digital, Inc.
Recordkeeper
T. Rowe Price
Investment Adviser
Vanguard Group
Recordkeeper
Vanguard Group
Auditor
Morris, Davis & Chan

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
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