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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $87,501 |
HARRISON STREET1 year Service code 27 · EIN 45-3147571 | Advisory (Plan) | $76,821 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIALSERVICES Service code 27 · EIN 06-1452020 | Advisory (Plan) | $75,056 |
Service code 11 · EIN 51-0181291 | Actuarial | $60,313 |
VERUS7+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $49,666 |
Filed as: PRUDENTIAL TRUST Service code 27 · EIN 23-6994310 | Advisory (Plan) | $41,808 |
SEATTLE TIMES COMPANY7+ years Service code 14 · EIN 91-0403890 | Plan Administrator | $37,729 |
Filed as: PRINCIPAL FINANCIAL Service code 21 · EIN 42-1466678 | Bank Trustee | $29,736 |
CLARK NUBER5 years Service code 10 · EIN 91-1194016 | Accounting | $22,430 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 21 · EIN 41-3257133 | Bank Trustee | $14,786 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $268,676-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 37.9%-37.9pp | 5.6%-5.6pp |
| Annual return | -19.92% | 39.82%-59.7pp | -10.68%-9.2pp | 39.82%-59.7pp |
| Employer contribution / active EE | $0 | $19,980-100.0% | $48,995-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $360-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $4,366-100.0% | $62-100.0% |