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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $127,939 |
Filed as: WILLIS TOWER WATSON Service code 11 · EIN 51-0181291 | Actuarial | $105,017 |
Filed as: UBS FINANCIAL SERVICES Service code 27 925 FOURTH AVE · SEATTLE, WA 98104 | Advisory (Plan) | $93,290 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 21 · EIN 41-3257133 | Bank Trustee | $63,617 |
Filed as: PRUDENTIAL TRUST Service code 27 · EIN 23-6994310 | Advisory (Plan) | $45,869 |
VERUS5+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $42,688 |
SEATTLE TIMES COMPANY5+ years Service code 14 · EIN 91-0403890 | Plan Administrator | $24,985 |
CLARK NUBER3 years Service code 10 · EIN 91-1194016 | Accounting | $18,700 |
DAVIS WRIGHT TREMAINE5+ years Service code 29 · EIN 91-0839480 | Legal | $4,749 |
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Employer contribution per participant 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $409,661-100.0% | $312,618-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 1.7%-1.7pp |
| Annual return | 5.02% | 8.23%-3.2pp | 10.03%-5.0pp | 627.08%-622.1pp |
| Employer contribution / active EE | $0 | $13,919-100.0% | $38,789-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $596-100.0% | $74-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,182-100.0% | $1,923-100.0% |