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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 99-0164675 | Plan Administrator | $1,177,904 |
FENIMORE ASSET MANAGEMENT5 years Service code 28 · EIN 14-1564237 | Investment Management | $260,126 |
FIRST HAWAIIAN BANK10+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $210,954 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $173,037 |
Filed as: SSI INVESTMENT MANAGEMENT, INC Service code 28 · EIN 83-3986484 | Investment Management | $124,626 |
SINGERLEWAK LLP2 years Filed as: SINGERLEWAK Service code 10 · EIN 95-2302617 | Accounting | $95,288 |
Filed as: HUDSON EDGE INVESTMENT PARTNERS INC Service code 28 · EIN 52-1296988 | Investment Management | $65,722 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $65,000 |
WHITESTAR ADVISORS, LLC5 years Service code 28 · EIN 03-0496641 | Investment Management | $59,500 |
Service code 28 · EIN 56-2355177 | Investment Management | $41,187 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 3.14% | 8.65%-5.5pp | 9.03%-5.9pp | 10.20%-7.1pp |
| Employer contribution / active EE | $14,447 | $14,388+0.4% | $26,284-45.0% | $15,145-4.6% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |