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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $55,335 |
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $41,556 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 06-1452020 | Advisory (Plan) | $30,619 |
SEATTLE TIMES COMPANY7+ years Service code 14 · EIN 91-0403890 | Plan Administrator | $25,021 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 21 · EIN 41-6257133 | Bank Trustee | $23,741 |
HARRISON STREET1 year Service code 27 · EIN 45-3147571 | Advisory (Plan) | $20,421 |
VERUS7+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $19,124 |
CLARK NUBER3 years Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $19,000 |
Filed as: PRUDENTIAL TRUST Service code 27 · EIN 23-6994310 | Advisory (Plan) | $16,369 |
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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 | $397,815-100.0% | $397,815-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 49.0%-49.0pp | 33.6%-33.6pp | 37.6%-37.6pp |
| Annual return | 7.81% | 9.62%-1.8pp | 9.74%-1.9pp | 9.30%-1.5pp |
| Employer contribution / active EE | $0 | $46,336-100.0% | $39,474-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $130-100.0% | $135-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $10,161-100.0% | $10,161-100.0% | $12,596-100.0% |