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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 19 · EIN 13-2655998 | Securities Custodian | $84,830 |
DODGE & COX3 years Service code 51 · EIN 94-1441976 | Investment Mgmt Fees | $63,216 |
DESMOND M. KOTAKE CPA4+ years Service code 10 · EIN 99-0276359 | Accounting | $57,251 |
Filed as: ZIEGLER CAPITAL MANAGEMENT Service code 51 · EIN 27-2347077 | Investment Mgmt Fees | $55,522 |
CENTRAL PACIFIC BANK4+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $40,947 |
BOSTON PARTNERS4+ years Service code 51 · EIN 04-3270358 | Investment Mgmt Fees | $37,059 |
LOOMIS SAYLES4+ years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $36,590 |
LAZARD ASSET MANAGEMENT4+ years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $29,625 |
DAVIS WRIGHT TREMAINE4+ years Service code 29 · EIN 91-0839480 | Legal | $28,512 |
STONEBRIDGE4+ years Filed as: STONEBRIDGE ADVISORS Service code 51 · EIN 34-2027194 | Investment Mgmt Fees | $27,158 |
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 | $164,846 | $66,601+147.5% | $92,909+77.4% | $67,579+143.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | -4.02% | 92.58%-96.6pp | 109.44%-113.5pp | 378.56%-382.6pp |
| Employer contribution / active EE | $7,535 | $2,775+171.5% | $3,653+106.2% | $2,148+250.8% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $1,110 | $199+458.2% | $5,795-80.8% | $142+680.2% |