| Provider | Service type | Compensation |
|---|---|---|
BOSTON PARTNERS8+ years Service code 28 · EIN 04-3270358 | Investment Management | $190,368 |
CENTRAL PACIFIC BANK8+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $158,584 |
DODGE & COX8+ years Service code 28 · EIN 94-1441976 | Investment Management | $148,330 |
HSM ADMIN OFFICE3 years Service code 14 1405 N. KING STREET, RM 403 · HONOLULU, HI 96817 | Plan Administrator | $138,743 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 28 · EIN 81-5465684 | Investment Management | $125,031 |
POLEN CAPITAL8+ years Service code 28 1825 CORPORATE BLVD NW 300 · BOCA RATON, FL 33431 | Investment Management | $109,786 |
STONEBRIDGE8+ years Service code 28 · EIN 34-2027194 | Investment Management | $98,154 |
MILLER HOWARD8+ years Service code 28 · EIN 14-1710657 | Investment Management | $91,307 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD Service code 28 · EIN 05-0530199 | Investment Management | $74,131 |
LOOMIS SAYLES8+ years Service code 28 · EIN 04-3200030 | Investment Management | $67,473 |
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | -4.14% | 7.15%-11.3pp | 20.18%-24.3pp | 37.77%-41.9pp |
| Employer contribution / active EE | $5,962 | $13,270-55.1% | $29,108-79.5% | $15,798-62.3% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |