Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIRST HAWAIIAN BANK5+ years Service code 27 · EIN 99-0034327 | Advisory (Plan) | $216,592 |
TDA INVESTMENT GROUP5+ years Filed as: TDA Service code 28 · EIN 94-2799130 | Investment Management | $125,519 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: SIERRA INVESTMENTS Service code 28 · EIN 68-0370668 | Investment Management | $120,310 |
BOSTON PARTNERS5+ years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $73,472 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $60,000 |
ZENITH AMERICAN SOLUTIONS4 years Service code 13 1600 HARBOR BAY PARKWAY, ST 200 · ALAMEDA, CA 94502 | Contract Administrator | $58,103 |
MCMORGAN & COMPANY LLC1 year Filed as: MCMORGAN AND CO. Service code 28 · EIN 94-1650768 | Investment Management | $56,312 |
Filed as: SSI FLEX EQUITY Service code 28 · EIN 95-2913505 | Investment Management | $47,637 |
SALTZMAN & JOHNSON3 years Filed as: SALTZMAN AND JOHNSON Service code 29 · EIN 94-2376174 | Legal | $45,238 |
THREE PEAKS CAPITAL MANAGEMENT5+ years Filed as: THREE PEAKS Service code 28 · EIN 56-2355177 | Investment Management | $37,235 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,214 | $81,719-47.1% | $101,264-57.3% | $90,274-52.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 5.47% | 337.64%-332.2pp | 46.48%-41.0pp | 53.97%-48.5pp |
| Employer contribution / active EE | $3,892 | $3,622+7.4% | $3,660+6.3% | $2,523+54.2% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $291 | $162+79.5% | $5,947-95.1% | $114+154.8% |