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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADMINISTRATORS, INC.2+ years Filed as: PACIFIC ADMINISTRATORS Service code 10 · EIN 99-0351671 | Accounting | $463,319 |
ATLANTA CAPITAL MANAGEMENT2+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $175,918 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $162,826 |
CENTRAL PACIFIC BANK2+ years Service code 19 · EIN 39-2068708 | Securities Custodian | $124,573 |
GREAT LAKES ADVISORS, LLC2+ years Filed as: GREAT LAKES Service code 28 · EIN 36-3707782 | Investment Management | $86,406 |
FIRST HAWAIIAN BANK2+ years Service code 28 · EIN 99-0034327 | Investment Management | $80,185 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $73,985 |
BOSTON PARTNERS1 year Service code 28 · EIN 98-0202744 | Investment Management | $50,527 |
YOSHIDA & ASSOCIATES2+ years Service code 29 · EIN 99-0337282 | Legal | $49,946 |
SUSTAINABLE GROWTH ADVISORS2+ years Filed as: SUSTAINABLE GROWTH PARTNERS Service code 28 · EIN 05-0571266 | Investment Management | $38,947 |
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 | $45,290 | $89,274-49.3% | $149,721-69.8% | $77,958-41.9% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 7.18% | 20.36%-13.2pp | 1501.67%-1494.5pp | 20.87%-13.7pp |
| Employer contribution / active EE | $4,379 | $3,727+17.5% | $5,444-19.6% | $2,310+89.5% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $258 | $240+7.4% | $11,282-97.7% | $97+164.5% |