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| Provider | Service type | Compensation |
|---|---|---|
HSMW ADMIN OFFICE1 year 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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,021 | $81,557+93.8% | $123,973+27.5% | $65,191+142.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.7%+23.3pp | 63.0%+37.0pp |
| Annual return | 10.26% | 11.45%-1.2pp | 388.13%-377.9pp | 51.24%-41.0pp |
| Employer contribution / active EE | $7,871 | $4,637+69.7% | $4,126+90.8% | $2,400+228.0% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $1,187 | $1,040+14.2% | $11,799-89.9% | $907+30.9% |