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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZIEGLER CAPITAL MANAGEMENT Service code 51 · EIN 27-2347077 | Investment Mgmt Fees | $71,851 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 19 · EIN 13-2655998 | Securities Custodian | $70,988 |
DODGE & COX2 years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $60,928 |
DESMOND M. KOTAKE CPA3+ years Service code 10 · EIN 99-0276359 | Accounting | $54,915 |
CENTRAL PACIFIC BANK3+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $40,516 |
LOOMIS SAYLES3+ years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $34,494 |
BOSTON PARTNERS3+ years Service code 51 · EIN 04-3270358 | Investment Mgmt Fees | $32,162 |
STONEBRIDGE3+ years Filed as: STONEBRIDGE ADVISORS Service code 51 · EIN 34-2027194 | Investment Mgmt Fees | $27,161 |
LAZARD ASSET MANAGEMENT3+ years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $26,306 |
ROGER NAGATA3+ years Service code 13 · EIN 99-0115396 | Contract Administrator | $21,180 |
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 | $165,701 | $56,443+193.6% | $83,831+97.7% | $55,725+197.4% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 13.05% | 393.67%-380.6pp | 850.99%-837.9pp | 244.93%-231.9pp |
| Employer contribution / active EE | $7,000 | $2,682+161.0% | $3,631+92.8% | $2,078+236.8% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $982 | $156+528.8% | $5,479-82.1% | $115+752.9% |