Overview

Plan Rating

BrightScope Rating
56
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (39)
Average in Peer Group (67)
Highest in Peer Group (82)

Plan Description

Swedish Health Services 403(b) Retirement Plan is a defined contribution plan. This plan has a BrightScope Rating of 56. This plan is in the top 15% of plans for Account Balances and Salary Deferral. Swedish Health Services 403(b) Retirement Plan currently has over 7,000 active participants and over $292.0M in plan assets.

Did you know?

For the average 401k participant, the 26 point difference between this plan's BrightScope Rating (56) and the top rated plan (82) could equate to:
12
Additional years of work
148,683
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 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1801 Lind Ave Sw
  • Location
    Renton , WA
  • 98057
  • Industry
    Health Care and Social Assistance
  • Administrator
    Rebecca Brown
  • Net Plan Assets
    $292,000,000
  • Total Participants
    7,100
  • Avg Account Balance
    $90,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Poor

Performance

Participation Rate:
Poor
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Average Fees
Company Generosity:
Poor

Performance

Participation Rate:
Poor
Salary Deferrals:
Above Average
Account Balance:
Average
Are you a Plan Sponsor?
Benchmark your plan against others to achieve your business objectives.

Investments

Investment Menu Stats

# of Investment Options

79

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Freedom K 13%
15%
Lincoln Fixed Annuity Contract 10%
N/A
Total Other Investments 8%
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
Lincoln Financial
Insurance Carrier
Voya Financial (ING)
Insurance Carrier
Empower
Insurance Advisor/Broker
Lincoln Financial
Insurance Advisor/Broker
Karla Jean Christianson Greer
Insurance Advisor/Broker
Claude Daniel Conlin
Insurance Advisor/Broker
Carol Walters
Insurance Advisor/Broker
Rutledge Linda
Insurance Advisor/Broker
Daniel Herbert Dake
Legal Counsel
Drinker Biddle & Reath LLP
Administration
Lincoln Financial
Recordkeeper
Empower
Recordkeeper
Unum Group
Recordkeeper
PlanMember Securities Corporation
Recordkeeper
Fidelity
Auditor
Kpmg, LLP

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

Have a question about retirement plans?
Our community of registered financial advisors are standing by to share their experience.
Ask a question