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| Provider | Service type | Compensation |
|---|---|---|
FIRST HAWAIIAN BANK9+ years Service code 27 · EIN 99-0034327 | Advisory (Plan) | $175,137 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: SIERRA INVESTMENTS Service code 28 · EIN 68-0370668 | Investment Management | $146,303 |
Filed as: SSI INVESTMENT MANAGEMENT LLC Service code 28 · EIN 83-3986484 | Investment Management | $114,896 |
BOSTON PARTNERS9+ years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $82,584 |
ZENITH AMERICAN SOLUTIONS8 years Service code 13 1141 HARBOR BAY PKWY STE 100 · ALAMEDA, CA 94502 | Contract Administrator | $68,239 |
Service code 10 · EIN 81-3751949 | Accounting | $63,333 |
RAYMOND JAMES FINANCIAL SERVICES9+ years Filed as: RAYMOND JAMES Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $60,000 |
THREE PEAKS CAPITAL MANAGEMENT9+ years Filed as: THREE PEAKS Service code 28 · EIN 56-2355177 | Investment Management | $45,835 |
MCMORGAN & COMPANY LLC5 years Filed as: MCMORGAN AND CO. Service code 28 · EIN 94-1650768 | Investment Management | $43,986 |
SALTZMAN & JOHNSON7 years Filed as: SALTZMAN AND JOHNSON Service code 29 · EIN 94-2376174 | Legal | $36,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $241,850-100.0% | $102,412-100.0% | $199,960-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 74.5%-74.5pp | 72.0%-72.0pp |
| Annual return | 17.30% | 17.67%-0.4pp | 24.94%-7.6pp | 34.28%-17.0pp |
| Employer contribution / active EE | $4,526 | $4,253+6.4% | $3,870+17.0% | $3,036+49.1% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $288-100.0% | $8,388-100.0% | $269-100.0% |