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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $58,297 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $48,593 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES Service code 27 925 4TH AVE · SEATTLE, WA 98104 | Advisory (Plan) | $39,619 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 21 · EIN 41-6257133 | Bank Trustee | $27,805 |
SEATTLE TIMES COMPANY5+ years Service code 14 · EIN 91-0403890 | Plan Administrator | $22,367 |
CLARK NUBER1 year Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $21,070 |
VERUS5+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $17,659 |
Filed as: PRUDENTIAL TRUST Service code 27 · EIN 23-6994310 | Advisory (Plan) | $17,336 |
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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 | $317,036-100.0% | $248,520-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 13.0%-13.0pp |
| Annual return | 19.58% | 13.77%+5.8pp | 239.57%-220.0pp | 13.59%+6.0pp |
| Employer contribution / active EE | $0 | $20,011-100.0% | $43,837-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $165-100.0% | $575-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $36,083-100.0% | $29,657-100.0% |