| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 19 · EIN 13-2655998 | Securities Custodian | $184,459 |
BOSTON PARTNERS3+ years Service code 51 · EIN 04-3270358 | Investment Mgmt Fees | $132,529 |
LOTSOFF3+ years Filed as: LOTSOFF CAPITAL MANAGEMENT Service code 51 · EIN 27-2347077 | Investment Mgmt Fees | $125,544 |
DODGE & COX3+ years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $122,734 |
POLEN CAPITAL3+ years Service code 51 · EIN 26-0319356 | Investment Mgmt Fees | $104,741 |
CENTRAL PACIFIC BANK3+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $98,623 |
DESMOND M. KOTAKE CPA3+ years Filed as: DESMOND M. KOTAKE, CPA Service code 10 · EIN 99-0276359 | Accounting | $67,895 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 94-1503999 | Actuarial | $66,643 |
LOOMIS SAYLES3+ years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $66,234 |
STONEBRIDGE3+ years Service code 51 · EIN 34-2027194 | Investment Mgmt Fees | $66,189 |
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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 16.62% | 4.25%+12.4pp | -752.26%+768.9pp | 0.19%+16.4pp |
| Employer contribution / active EE | $5,543 | $11,906-53.4% | $31,802-82.6% | $13,763-59.7% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |