| Provider | Service type | Compensation |
|---|---|---|
CENTRAL PACIFIC BANK6+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $192,606 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2655998 | Investment Management | $163,625 |
HSM ADMIN OFFICE1 year Service code 14 1405 N. KING STREET RM 403 · HONOLULU, HI 96817 | Plan Administrator | $149,151 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $128,686 |
POLEN CAPITAL6+ years Service code 28 1825 NW CORPORATE BLVD, SUITE 300 · BOCA RATON, FL 33431 | Investment Management | $120,017 |
BOSTON PARTNERS6+ years Service code 28 · EIN 04-3270358 | Investment Management | $86,567 |
LAZARD ASSET MANAGEMENT6+ years Service code 28 · EIN 05-0530199 | Investment Management | $77,821 |
STONEBRIDGE6+ years Service code 28 · EIN 22-0367735 | Investment Management | $68,142 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 94-1503999 | Actuarial | $64,318 |
MILLER HOWARD6+ years Service code 28 · EIN 14-1710657 | Investment Management | $53,558 |
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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 12.62% | 24.46%-11.8pp | 11.08%+1.5pp | 13.24%-0.6pp |
| Employer contribution / active EE | $6,282 | $11,981-47.6% | $28,418-77.9% | $14,616-57.0% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |