| Provider | Service type | Compensation |
|---|---|---|
CENTRAL PACIFIC BANK7+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $215,366 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 28 · EIN 81-5465684 | Investment Management | $200,088 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $150,403 |
POLEN CAPITAL7+ years Service code 28 1825 CORPORATE BLVD NW 300 · BOCA RATON, FL 33431 | Investment Management | $149,182 |
BOSTON PARTNERS7+ years Service code 28 · EIN 04-3270358 | Investment Management | $145,718 |
HSM ADMIN OFFICE2 years Service code 14 1405 N. KING STREET, RM 403 · HONOLULU, HI 96817 | Plan Administrator | $129,039 |
STONEBRIDGE7+ years Service code 28 · EIN 22-0367735 | Investment Management | $80,027 |
MILLER HOWARD7+ years Service code 28 · EIN 14-1710657 | Investment Management | $77,102 |
LOOMIS SAYLES7+ years Service code 28 · EIN 04-3200030 | Investment Management | $74,532 |
THE SEGAL COMPANY1 year Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 | Actuarial | $71,925 |
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 12.91% | -8.26%+21.2pp | -5.85%+18.8pp | 2.78%+10.1pp |
| Employer contribution / active EE | $7,721 | $12,543-38.4% | $31,839-75.7% | $15,276-49.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |