| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 19 · EIN 13-2655998 | Securities Custodian | $176,556 |
BOSTON PARTNERS5+ years Service code 51 · EIN 04-3270358 | Investment Mgmt Fees | $163,835 |
Filed as: HAWAII SHEET METAL ADMIN OFFICE Service code 14 1405 NORTH KING STREET RM 403 · HONOLULU, HI 96817 | Plan Administrator | $140,766 |
CENTRAL PACIFIC BANK5+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $138,803 |
Filed as: ZEIGLER CAPITAL MANAGEMENT Service code 51 · EIN 27-2347077 | Investment Mgmt Fees | $129,980 |
DODGE & COX5+ years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $128,917 |
POLEN CAPITAL5+ years Service code 51 · EIN 26-0319356 | Investment Mgmt Fees | $115,691 |
STONEBRIDGE1 year Filed as: STONEBRIDGE ADVISORS Service code 51 · EIN 34-2027194 | Investment Mgmt Fees | $71,067 |
MILLER HOWARD5+ years Service code 51 · EIN 14-1710657 | Investment Mgmt Fees | $70,415 |
DESMOND M. KOTAKE CPA5+ years Filed as: DESMOND M. KOTAKE, CPA Service code 10 · EIN 99-0276359 | Accounting | $69,450 |
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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 11.63% | 6.41%+5.2pp | 8.01%+3.6pp | 11.45%+0.2pp |
| Employer contribution / active EE | $6,621 | $11,592-42.9% | $29,476-77.5% | $17,219-61.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |