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| Provider | Service type | Compensation |
|---|---|---|
HSM ADMIN OFFICE1 year Filed as: HSMW ADMIN OFFICE Service code 14 · EIN 99-0115396 | Plan Administrator | $186,320 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 28 · EIN 81-5465684 | Investment Management | $101,712 |
CENTRAL PACIFIC BANK10+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $75,389 |
F/M INVESTMENTS LLC1 year Filed as: F/M INVESTMENT, LLC Service code 28 · EIN 93-4308588 | Investment Management | $71,355 |
EIDE BAILLY LLP4 years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $62,899 |
BOSTON PARTNERS10+ years Service code 28 · EIN 04-3270358 | Investment Management | $50,802 |
LAZARD ASSET MANAGEMENT4 years Filed as: LAZARD Service code 28 · EIN 05-0530199 | Investment Management | $44,908 |
SALTZMAN & JOHNSON3 years Service code 29 · EIN 94-2376174 | Legal | $40,463 |
STONEBRIDGE4 years Service code 28 · EIN 34-2027194 | Investment Management | $37,777 |
DODGE & COX9 years Service code 28 · EIN 94-1441976 | Investment Management | $28,169 |
14 funds of $250K or more; 19 lines in all, holding $29.4M of the plan's $109M. From the 2025 filing. Recordkeeper: Benesys.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Money Market Fund Fidelity (FMR) · Money market | $6.4M | 21.8% |
| Madison Core Property Fund Manager not matched · Mutual fund | $6.1M | 20.8% |
| iShares Russell Mid-Cap Value ETF BlackRock · ETF Index | $2.7M | 9.3% |
| iShares Russell 2000 Value ETF BlackRock · ETF Index | $2.4M | 8.2% |
| BlackRock Russell BlackRock · ETF Index | $1.9M | 6.4% |
| iShares Russell 2000 ETF BlackRock · ETF Index | $1.7M | 5.8% |
| Boston Partners Global Equity Fund Boston Partners · Collective trust | $1.7M | 5.8% |
| iShares Russell 2000 Growth ETF BlackRock · ETF Index | $1.5M | 5.2% |
| Lazard Emerging Markets Equity Portfolio Lazard · Mutual fund | $1.4M | 4.8% |
| Money Market Deposit Account Money Market / Cash Reserves Manager not matched · Money market | $1.1M | 3.6% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.