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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: SIERRA INVESTMENTS Service code 28 · EIN 68-0370668 | Investment Management | $125,204 |
Filed as: SSI INVESTMENT MANAGEMENT LLC Service code 28 · EIN 83-3986484 | Investment Management | $115,949 |
BOSTON PARTNERS10+ years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $84,860 |
ZENITH AMERICAN SOLUTIONS9 years Service code 13 1141 HARBOR BAY PKWY STE 100 · ALAMEDA, CA 94502 | Contract Administrator | $73,322 |
Service code 10 · EIN 81-3751949 | Accounting | $60,651 |
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $60,000 |
THREE PEAKS CAPITAL MANAGEMENT10+ years Filed as: THREE PEAKS Service code 28 · EIN 56-2355177 | Investment Management | $53,948 |
MCMORGAN & COMPANY LLC1 year Filed as: MCMORGAN & COMPANY Service code 28 · EIN 94-1650768 | Investment Management | $46,827 |
FIRST HAWAIIAN BANK10+ years Service code 27 · EIN 99-0034327 | Advisory (Plan) | $42,539 |
SALTZMAN & JOHNSON8 years Filed as: SALTZMAN AND JOHNSON Service code 29 · EIN 94-2376174 | Legal | $35,993 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,426 | $106,351-55.4% | $105,223-54.9% | $103,975-54.4% |
| Participation rate | 99.8% | 80.0%+19.9pp | 75.0%+24.8pp | 72.5%+27.3pp |
| Annual return | 10.22% | 11.69%-1.5pp | 180.65%-170.4pp | 19.41%-9.2pp |
| Employer contribution / active EE | $4,363 | $5,336-18.2% | $3,689+18.3% | $3,722+17.2% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $252 | $316-20.0% | $8,859-97.2% | $332-24.1% |