| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 19 · EIN 13-2655998 | Securities Custodian | $206,428 |
BOSTON PARTNERS4+ years Service code 51 · EIN 04-3270358 | Investment Mgmt Fees | $139,715 |
DODGE & COX4+ years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $126,414 |
POLEN CAPITAL4+ years Service code 51 · EIN 26-0319356 | Investment Mgmt Fees | $108,108 |
LOTSOFF4+ years Filed as: LOTSOFF CAPITAL MANAGEMENT Service code 51 · EIN 27-2347077 | Investment Mgmt Fees | $103,150 |
CENTRAL PACIFIC BANK4+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $101,220 |
DESMOND M. KOTAKE CPA4+ years Filed as: DESMOND M. KOTAKE, CPA Service code 10 · EIN 99-0276359 | Accounting | $70,801 |
STONEBRIDGE4+ years Service code 51 · EIN 34-2027194 | Investment Mgmt Fees | $65,944 |
LAZARD ASSET MANAGEMENT4+ years Service code 51 · EIN 13-5545100 | Investment Mgmt Fees | $61,789 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 94-1503999 | Actuarial | $61,768 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | -2.83% | 10.27%-13.1pp | 10.56%-13.4pp | 53.27%-56.1pp |
| Employer contribution / active EE | $6,182 | $12,273-49.6% | $30,199-79.5% | $14,774-58.2% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |