Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $111,024 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 51-0181291 | Actuarial | $73,273 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 21 · EIN 41-3257133 | Bank Trustee | $63,692 |
VERUS6+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $53,105 |
Filed as: PRUDENTIAL TRUST Service code 27 · EIN 23-6994310 | Advisory (Plan) | $48,398 |
SEATTLE TIMES COMPANY6+ years Service code 14 · EIN 91-0403890 | Plan Administrator | $37,847 |
HARRISON STREET1 year Filed as: HARRISION STREET Service code 27 · EIN 45-3147571 | Advisory (Plan) | $35,702 |
CLARK NUBER4 years Service code 10 · EIN 91-1194016 | Accounting | $19,000 |
DAVIS WRIGHT TREMAINE6+ years Service code 29 · EIN 91-0839480 | Legal | $5,763 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $82,186-100.0% | $397,815-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 33.6%-33.6pp | 3.6%-3.6pp |
| Annual return | 18.30% | 11.84%+6.5pp | 9.74%+8.6pp | 11.84%+6.5pp |
| Employer contribution / active EE | $0 | $17,339-100.0% | $39,474-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $683-100.0% | $135-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $10,161-100.0% | $409-100.0% |