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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 19 · EIN 13-2655998 | Securities Custodian | $69,081 |
Filed as: ZIEGLER CAPITAL MANAGEMENT Service code 51 · EIN 27-2347077 | Investment Mgmt Fees | $56,612 |
DESMOND M. KOTAKE CPA2+ years Service code 10 · EIN 99-0276359 | Accounting | $53,725 |
DODGE & COX1 year Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $53,191 |
CENTRAL PACIFIC BANK2+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $37,228 |
LAZARD ASSET MANAGEMENT2+ years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $30,236 |
LOOMIS SAYLES2+ years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $27,751 |
BOSTON PARTNERS2+ years Service code 51 · EIN 04-3270358 | Investment Mgmt Fees | $27,276 |
STONEBRIDGE2+ years Filed as: STONEBRIDGE ADVISORS Service code 51 · EIN 34-2027194 | Investment Mgmt Fees | $24,234 |
ROGER NAGATA2+ years Service code 13 · EIN 99-0115396 | Contract Administrator | $20,511 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,800 | $60,545+145.8% | $92,240+61.3% | $69,631+113.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 9.41% | 19.71%-10.3pp | 176.29%-166.9pp | 27571.02%-27561.6pp |
| Employer contribution / active EE | $7,179 | $2,633+172.6% | $3,680+95.1% | $2,032+253.3% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $928 | $145+541.0% | $5,194-82.1% | $110+740.3% |