Overview

Plan Rating

BrightScope Rating
73
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (24)
Average in Peer Group (67)
Highest in Peer Group (92)

Plan Description

Kaiser Permanente Washington 403(b) Plan is a defined contribution plan. This plan has a BrightScope Rating of 73. This plan is in the top 15% of plans for Salary Deferral. Kaiser Permanente Washington 403(b) Plan currently has over 9,000 active participants and over $549.8M in plan assets.

Did you know?

For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (73) and the top rated plan (92) could equate to:
13
Additional years of work
22,167
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 12/31/2017
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
    Bill G. Reid
  • Net Plan Assets
    $550,000,000
  • Total Participants
    9,000
  • Avg Account Balance
    $78,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Average

Performance

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

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Average
Account Balance:
Average
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

26

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
T. Rowe Price Retirement 70%
26%
Vanguard Institutional Index 7%
14%
Dodge & Cox Stock 4%
81%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Investment Adviser
Verus Investment Advisory Group
Recordkeeper
T. Rowe Price
Legal Counsel
Seyfarth Shaw, LLP
Auditor
Moss Adams

Articles and Questions

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