| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 19 · EIN 13-2655998 | Securities Custodian | $171,192 |
BOSTON PARTNERS2+ years Service code 51 · EIN 04-3270358 | Investment Mgmt Fees | $126,279 |
DODGE & COX2+ years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $105,904 |
LOTSOFF2+ years Filed as: LOTSOFF CAPITAL MANAGEMENT Service code 51 · EIN 27-2347077 | Investment Mgmt Fees | $92,563 |
CENTRAL PACIFIC BANK2+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $91,172 |
POLEN CAPITAL2+ years Service code 51 · EIN 26-0319356 | Investment Mgmt Fees | $90,286 |
DESMOND M. KOTAKE CPA2+ years Filed as: DESMOND M. KOTAKE, CPA Service code 10 · EIN 99-0276359 | Accounting | $66,555 |
LAZARD ASSET MANAGEMENT2+ years Service code 51 · EIN 13-5545100 | Investment Mgmt Fees | $63,057 |
STONEBRIDGE2+ years Service code 51 · EIN 34-2027194 | Investment Mgmt Fees | $62,152 |
LOOMIS SAYLES2+ years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $58,075 |
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 9.85% | 11.78%-1.9pp | 8.32%+1.5pp | 23.90%-14.0pp |
| Employer contribution / active EE | $6,093 | $11,309-46.1% | $30,793-80.2% | $16,539-63.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |