| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: GW CAPITAL Service code 28 · EIN 68-0204817 | Investment Management | $274,982 |
CENTRAL PACIFIC BANK1+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $189,274 |
BOSTON PARTNERS1+ years Service code 28 · EIN 04-3270358 | Investment Management | $137,993 |
LOTSOFF1+ years Filed as: LOTSOFF CAPITAL MANAGEMENT Service code 28 · EIN 27-2347077 | Investment Management | $91,773 |
POLEN CAPITAL1+ years Service code 28 · EIN 26-0319356 | Investment Management | $87,240 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $74,755 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-1503999 | Actuarial | $71,431 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 19 · EIN 13-2655998 | Securities Custodian | $67,511 |
DESMOND M. KOTAKE CPA1+ years Filed as: DESMOND M. KOTAKE, CPA Service code 10 · EIN 99-0276359 | Accounting | $65,665 |
STONEBRIDGE1+ years Service code 28 · EIN 34-2027194 | Investment Management | $65,148 |
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 0.76% | 3.49%-2.7pp | 4.16%-3.4pp | 7.18%-6.4pp |
| Employer contribution / active EE | $5,188 | $11,083-53.2% | $29,966-82.7% | $13,095-60.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |