| Provider | Service type | Compensation |
|---|---|---|
HSM ADMIN OFFICE5 years Service code 14 · EIN 99-0115396 | Plan Administrator | $223,330 |
F/M INVESTMENTS LLC1 year Filed as: F/M INVESTMENTS, LLC Service code 28 · EIN 93-4308588 | Investment Management | $180,180 |
CENTRAL PACIFIC BANK10+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $178,162 |
BOSTON PARTNERS10+ years Service code 28 · EIN 04-3270358 | Investment Management | $158,798 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $152,656 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 28 · EIN 81-5465684 | Investment Management | $141,099 |
MILLER HOWARD10+ years Service code 28 · EIN 14-1710657 | Investment Management | $110,722 |
STONEBRIDGE1 year Filed as: STONEBRIDGE ADVISORS LLC Service code 28 · EIN 34-2027194 | Investment Management | $108,193 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET MGNT Service code 28 · EIN 05-0530199 | Investment Management | $102,010 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 94-1503999 | Actuarial | $77,808 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 13.85% | 8.62%+5.2pp | 8.99%+4.9pp | 10.52%+3.3pp |
| Employer contribution / active EE | $7,202 | $14,400-50.0% | $25,171-71.4% | $15,140-52.4% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |