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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $86,439 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 27 925 4TH AVE · SEATTLE, WA 98104 | Advisory (Plan) | $45,436 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $44,327 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 41-6257133 | Bank Trustee | $36,949 |
SEATTLE TIMES COMPANY4+ years Service code 14 · EIN 91-0403890 | Plan Administrator | $22,717 |
VERUS4+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $17,155 |
Filed as: PRUDENTIAL TRUST Service code 27 · EIN 23-6994310 | Advisory (Plan) | $15,884 |
CLARK NUBER1 year Filed as: CLARK NUBERPS Service code 10 · EIN 91-1194016 | Accounting | $13,500 |
DAVIS WRIGHT TREMAINE4+ years Service code 29 · EIN 91-0839480 | Legal | $1,834 |
ITM TWENTY FIRST1 year 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 | $105,125-100.0% | $261,924-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 14.6%-14.6pp |
| Annual return | -8.06% | -3.32%-4.7pp | -2.99%-5.1pp | 10.56%-18.6pp |
| Employer contribution / active EE | $8,791 | $15,411-43.0% | $41,623-78.9% | $13,643-35.6% |
| Participant deferral / active EE | $0 | $512-100.0% | $35-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $38,841-100.0% | $3,354-100.0% |