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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $125,068 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIALSERVICES Service code 27 925 FOURTH AVE · SEATTLE, WA 98104 | Advisory (Plan) | $105,351 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 41-3257133 | Bank Trustee | $89,889 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 51-0181291 | Actuarial | $73,092 |
VERUS4+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $46,550 |
Filed as: PRUDENTIAL TRUST Service code 27 · EIN 23-6994310 | Advisory (Plan) | $32,411 |
SEATTLE TIMES COMPANY4+ years Service code 14 · EIN 91-0403890 | Plan Administrator | $23,568 |
CLARK NUBER2 years Service code 10 · EIN 91-1194016 | Accounting | $18,532 |
MERCER3 years Service code 11 1301 5TH AVENUE · SEATTLE, WA 98101 | Actuarial | $7,500 |
ITM TWENTY FIRST1 year Filed as: ITM TWENTYFIRST LLC Service code 14 333 S 7TH ST. · MINNEAPOLIS, MN 55402 | Plan Administrator | $45 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $248,520-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 2.8%-2.8pp |
| Annual return | 5.45% | 14.62%-9.2pp | 239.57%-234.1pp | 16.32%-10.9pp |
| Employer contribution / active EE | $11,824 | $21,307-44.5% | $43,837-73.0% | $17,007-30.5% |
| Participant deferral / active EE | $0 | $399-100.0% | $575-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $36,083-100.0% | $127-100.0% |