| Provider | Service type | Compensation |
|---|---|---|
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $205,102 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $175,053 |
CENTRAL PACIFIC BANK9+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $158,651 |
BOSTON PARTNERS9+ years Service code 28 · EIN 04-3270358 | Investment Management | $148,697 |
HSM ADMIN OFFICE4 years Service code 14 1405 N. KING STREET, RM 403 · HONOLULU, HI 96817 | Plan Administrator | $148,663 |
Filed as: ZIEGLER Service code 28 · EIN 85-0597999 | Investment Management | $129,852 |
MILLER HOWARD9+ years Service code 28 · EIN 14-1710657 | Investment Management | $91,122 |
STONEBRIDGE9+ years Service code 28 · EIN 34-2027194 | Investment Management | $90,538 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD Service code 28 · EIN 05-0530199 | Investment Management | $76,302 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 28 · EIN 81-5465684 | Investment Management | $75,000 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.01% | 11.08%-3.1pp | 8.10%-0.1pp | 8.76%-0.8pp |
| Employer contribution / active EE | $6,506 | $13,910-53.2% | $28,649-77.3% | $16,664-61.0% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |