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| Provider | Service type | Compensation |
|---|---|---|
TDA INVESTMENT GROUP2+ years Filed as: TDA Service code 28 · EIN 94-2799130 | Investment Management | $181,248 |
FIRST HAWAIIAN BANK2+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $137,512 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENTS Service code 28 · EIN 68-0370668 | Investment Management | $102,274 |
WEINBERG, ROGER & ROSENFELD2+ years Filed as: WEINBERG Service code 29 · EIN 94-2458080 | Legal | $83,005 |
BOSTON PARTNERS2+ years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $80,257 |
C. M. BIDWELL & ASSOCIATES2+ years Filed as: C M BIDWELL Service code 28 · EIN 99-0185916 | Investment Management | $73,665 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $60,000 |
Service code 13 1600 HARBOR BAY PARKWAY, STE 200 · ALAMEDA, CA 94502 | Contract Administrator | $52,345 |
THREE PEAKS CAPITAL MANAGEMENT2+ years Filed as: THREE PEAKS Service code 28 · EIN 56-2355177 | Investment Management | $49,374 |
MCMORGAN & COMPANY LLC2+ years Filed as: MCMORGAN & CO. Service code 28 · EIN 94-1650768 | Investment Management | $46,279 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,849 | $221,442-80.7% | $92,240-53.5% | $77,958-45.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 11.07% | 15.65%-4.6pp | 176.29%-165.2pp | 20.87%-9.8pp |
| Employer contribution / active EE | $2,831 | $3,226-12.2% | $3,680-23.1% | $2,310+22.5% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $330 | $210+57.2% | $5,194-93.7% | $97+238.6% |