Plan Snapshot
- Plan Sponsor: Peacehealth
- Sponsor EIN: 910939479
- Sponsor Address: 1115 SE 164TH AVE., VANCOUVER, WA, 98683
- Plan Type: 403(b)
- Total Participants: 3,642
- Total Assets: $343.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,642 | $343.5M | $0 | $25.5M |
| 2023 | 3,565 | $307.2M | $0 | $23.0M |
| 2022 | 3,487 | $259.9M | $0 | $21.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STRATEGIC ADVISORS | INV ADV | $36,412 | — | $36,412 |
| FID INV INSTL OPS CO | RECORDKEEPER / ADMIN | $27,256 | — | $27,256 |
| SAGEVIEW ADVISORY GROUP | INVEST ADV / CONSULTANT | $18,424 | — | $18,424 |
| BAKER TILLY US, LLP | AUDIT | $16,650 | — | $16,650 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS — INV ADV
- FID INV INSTL OPS CO — RECORDKEEPER / ADMIN
- SAGEVIEW ADVISORY GROUP — INVEST ADV / CONSULTANT
- BAKER TILLY US, LLP — AUDIT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,742
- Estimated Expense Ratio: 0.029% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $96,470 | $44,542 | $14,044 | $16,650 | — |
| 2023 | $72,369 | $25,716 | $1,500 | — | — |
| 2022 | $65,935 | $16,130 | $82 | — | — |