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| Provider | Service type | Compensation |
|---|---|---|
FIRST HAWAIIAN BANK3+ years Service code 27 · EIN 99-0034327 | Advisory (Plan) | $160,094 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENTS Service code 28 · EIN 68-0370668 | Investment Management | $111,701 |
CM BIDWELL1 year Service code 28 · EIN 99-0185916 | Investment Management | $85,428 |
BOSTON PARTNERS3+ years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $82,915 |
Service code 50 · EIN 94-2458080 | Direct Payment | $75,670 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $60,000 |
ZENITH AMERICAN SOLUTIONS2 years Service code 13 1600 HARBOR BAY PARKWAY, ST 200 · ALAMEDA, CA 94502 | Contract Administrator | $56,285 |
MCMORGAN & COMPANY LLC1 year Filed as: MCMORGAN AN CO. Service code 28 · EIN 94-1650768 | Investment Management | $46,060 |
TDA INVESTMENT GROUP3+ years Filed as: TDA Service code 28 · EIN 94-2799130 | Investment Management | $44,744 |
THREE PEAKS CAPITAL MANAGEMENT3+ years Filed as: THREE PEAKS Service code 28 · EIN 56-2355177 | Investment Management | $41,095 |
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 | $41,069 | $60,396-32.0% | $83,850-51.0% | $75,289-45.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | 0.99% | 3.84%-2.9pp | 850.92%-849.9pp | -0.04%+1.0pp |
| Employer contribution / active EE | $3,241 | $3,343-3.1% | $3,631-10.7% | $2,405+34.7% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $302 | $141+114.0% | $5,478-94.5% | $102+195.4% |